ALLEGIANCE FINANCIAL SERVICES, INC.

ALLEGIANCE FINANCIAL SERVICES, INC. of HINGHAM, MA is an SEC-registered investment adviser (CRD 123847). Regulatory assets under management: $54.4M.

Registration

• CRD: 123847
• Type: Registered investment adviser
• Location: 99 DERBY STREET, HINGHAM, MA, 02043
• Phone: 781-749-9100
• Latest filing: 2025-02-19
• Regulatory AUM: $54.4M
• Non-discretionary AUM: $54.4M
• Clients: 2
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search