ALLEGIANCE FINANCIAL GROUP, INC.
SEC file number 801-66952
· SOUTH PORTLAND, ME
https://askallegiance.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$69.4M
Discretionary AUM
$51.3M
Employees
10
Clients
120
Firm
- Address
- 50 DONALD B. DEAN DRIVE
SOUTH PORTLAND, ME 04106 - Phone
- —
- Website
- https://askallegiance.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Alta Financial LLC Medium name-match confidence · CIK 1997188 · TN
- ASIAN FINANCIAL CORP Medium name-match confidence · CIK 1061366 · PA
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
-
ASIAN FINANCIAL CORP · D · Mar 17, 2026$20M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
-
Alta Financial LLC · D/A · May 14, 2025
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
-
W FINANCIAL FUND, LP · D/A · Jan 29, 2025