Allegiance Financial Services, Inc.
Allegiance Financial Services, Inc. (CRD# 123847) is a financial advisory firm headquartered in Hingham, MA. They manage $52,277,506 in 183 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts183ACCOUNTS
-
Average Account Value$285,669
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
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Allegiance Financial Services, Inc.
1
Michael Daudelin (CRD# 1466329) is an Investment Advisor Representative working at Allegiance Financial Services, Inc. in Hingham, MA and has over 37 years of experience in the finance industry.
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