ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC of VIENNA, VA is an SEC-registered investment adviser (CRD 313110). Regulatory assets under management: $675.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Assaf Meir Pinchas | CHIEF COMPLIANCE OFFICER; OWNER; WEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER | — |
| Charles Richard Cooke | OWNER; PARTNER, MEMBER | — |
| Shawn Michael Williamson | OWNER; PARTNER, MEMBER | — |
| WILLIAMSON DAX MICHAEL | PARTNER, MEMBER | — |
| PINCHAS ASSAF MEIR | WEALTH MANAGER, CHIEF COMPLIANCE OFFICER, FOUNDING MEMBER | — |
| COOKE CHARLES RICHARD | PARTNER, MEMBER | — |
| Haley Lynn Ellis | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WILMINGTON | NC | 3 | (919) 580-3177 |