Allegiance Financial Group

Allegiance Financial Group (CRD# 313110) is a financial advisory firm headquartered in Vienna, VA. They manage $418,754,604 in 1,273 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
374 Maple Avenue East, Suite 204, Vienna, VA 22180
https://www.linkedin.com/in/assaf-pinchas-74aba82a/
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    1,273
    ACCOUNTS
  • Average Account Value
    $328,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, MD, NC, NJ, NY, OH, TX, VA

Financial Advisors at Allegiance Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Charles Cooke, financial advisor Wilmington NC
Charles R. Cooke
CRD#: 4061199
265 Racine Drive, Wilmington, NC 28403

Charles Cooke (CRD# 4061199) is an Investment Advisor Representative working at Allegiance Financial Group in Wilmington, NC and has over 22 years of experience in the finance industry.

2
Assaf Pinchas, financial advisor Vienna VA
Assaf M. Pinchas
CRD#: 2618726
374 Maple Avenue East, Suite 204, Vienna, VA 22180

Assaf Pinchas (CRD# 2618726) is an Investment Advisor Representative working at Allegiance Financial Group in Vienna, VA and has over 28 years of experience in the finance industry.

3
Shawn Williamson, financial advisor Vienna VA
Shawn M. Williamson
CRD#: 2829022
374 Maple Avenue East, Suite 204, Vienna, VA 22180

Shawn Williamson (CRD# 2829022) is an Investment Advisor Representative working at Allegiance Financial Group in Vienna, VA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals