Allegiance Financial Services, Inc.

Allegiance Financial Services, Inc. (CRD# 123847) is a financial advisory firm headquartered in Hingham, MA. They manage $37,198,757 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $205,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Allegiance Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael E. Daudelin
CRD#: 1466329
99 Derby Street, Suite 303, Hingham, MA 02043
73
Wealthminder
score

Michael Daudelin (CRD# 1466329) is an Investment Advisor Representative working at Allegiance Financial Services, Inc. in Hingham, MA and has over 30 years of experience in the finance industry.

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