RIA Intel›Advisers›Massachusetts›ALLEGIANCE FINANCIAL SERVICES, INC.

ALLEGIANCE FINANCIAL SERVICES, INC.

Advisory

HINGHAM, MA

Data as of Feb 19, 2025 · Source: SEC Form ADV

Rank in MA
#1,129
of 1,590 advisers by AUM
Average account
$1M
across 49 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2025.

Total AUM
$54M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$54M
Discretionary AUM$0
Non-Discretionary AUM$54M
Discretionary %0%
Total Clients47
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

TIEDEMANN & ASSOCIATES INVESTMENT ADVISORS, INC.
$54M
CORNERSTONE WEALTH MANAGEMENT LLC
BOSTON, MA
$54M
+20.2% 1Y
DEVONSHIRE ASSET MANAGEMENT, INC.
STONEHAM, MA
$54M
+12.4% 1Y
MOK FINANCIAL PLANNING & TAX, INC.
MILLIS, MA
$54M
CORBY ASSET MANAGEMENT, LLC
BOSTON, MA
$54M
-81.5% 1Y
TWIN LIGHTS CAPITAL MANAGEMENT LLC
BEVERLY, MA
$55M

Get the full picture on ALLEGIANCE FINANCIAL SERVICES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALLEGIANCE FINANCIAL SERVICES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans