ALLEGIANT PRIVATE ADVISORS, LLC
ALLEGIANT PRIVATE ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 309649). Regulatory assets under management: $911.1M.
Registration
- CRD: 309649
- SEC file number: 801-119298
- Type: Registered investment adviser
- Location: 240 SOUTH PINEAPPLE AVE, SUITE 200, SARASOTA, FL, 34236
- Phone: 941-365-3745
- Latest filing: 2021-03-17
- Regulatory AUM: $911.1M
- Discretionary AUM: $905.7M
- Non-discretionary AUM: $5.4M
- Clients: 17
- Accounts: 1,366
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| JONES ROBERT WILLIAM | CHIEF INVESTMENT OFFICER | — |
| CANTOR PAUL BRETT | CHIEF OPERATING OFFICER | — |
| KOSSOFF MARTIN JAY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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