Allegiance Wealth Management Group

Allegiance Wealth Management Group (CRD# 169723) is a financial advisory firm headquartered in Lafayette, IN. They manage $878,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $109,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IN

Financial Advisors at Allegiance Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Kevin J. Grant
CRD#: 4361754
2130 Sagamore Parkway North, Lafayette, IN 47904
93
Wealthminder
score

Kevin Grant (CRD# 4361754) is an Investment Advisor Representative working at Allegiance Wealth Management Group in Lafayette, IN and has over 14 years of experience in the finance industry.

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