ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC

ALLEGIANCE FINANCIAL GROUP
VIENNA, Virginia·3 registered advisors·CRD# 313110
SEC# 801-1222672(703) 242-7900
01

Firm Overview

AUM
$419M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC

3 registered advisors
Assaf Meir Pinchas
VIENNA, Virginia
Charles Richard Cooke
VIENNA, Virginia
Shawn Michael Williamson
VIENNA, Virginia
05

Office Locations

VIENNA, Virginia
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC (CRD# 313110) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.