ALLEGIANCE FINANCIAL GROUP, INC. of SOUTH PORTLAND, ME is an SEC-registered investment adviser (CRD 113826). Regulatory assets under management: $180.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Richard Caleb Patrick | MANAGING DIRECTOR | Jackson, MS |
| Neal Patrick Richard | MANAGING DIRECTOR | — |
| Randall Jon Richard | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| RICHARD RANDALL JON | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |