Allegiant Private Advisors, LLC
Allegiant Private Advisors, LLC (CRD# 309649) is a financial advisory firm headquartered in Sarasota, FL. They manage $911,095,089 in 1,366 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
Allegiant Private Advisors, LLC
By the Numbers
-
Total Assets Under Management911MILLION
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Total Number of Accounts1,366ACCOUNTS
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Average Account Value$666,980
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, NC, NH, NY, PA, TX, VA, WI
Financial Advisors at Allegiant Private Advisors, LLC
No Advisor Found.
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