Allegiance Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 121392
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.34%
- Individuals6.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Allegiance Wealth Management, Inc. operates as an independent, privately owned registered investment adviser serving individual and family clients. The firm provides financial planning and portfolio management services tailored to individuals and small businesses. Its billing is a mix of percentage-of-assets-under-management fees and hourly charges. According to available data the adviser is not positioned as a capital allocator, does not market itself as an active ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities30%
- Cash & Cash Equivalents2%
Contacts
1 of 1William Palmer
Founder & Senior Financial AdvisorCRD 2676762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Glacierwealth
RIAWhitefish, MT
Gallagher Capital Corp.
RIATabernacle Equity Management LLC
RIASouthlake, TX
Carlisle Financial Management, LLC
RIAGilbert Rich & Associates
RIAAtlanta, GA