RIA Intel›Advisers›Texas›ALLEGIANCE ADVISORS, INC.

ALLEGIANCE ADVISORS, INC.

Advisory

BURNET, TX

Data as of Jul 7, 2024 · Source: SEC Form ADV

Rank in TX

#2,811

of 2,813 advisers by AUM

Average account

$100

across 1 accounts

Source: SEC Form ADV. Figures as filed Jul 7, 2024.

Total AUM

$100

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$100

Discretionary AUM$0

Non-Discretionary AUM$100

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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