Allegiant Private Advisors

Description

• Allegiant Private Advisors is an independent financial consulting and wealth management firm that has been helping high-net-worth families pursue their long-term financial goals and maintain their lifestyles since 1997. Our mission is to offer the finest in customized wealth management for our select group of clients, provide knowledgeable and independent advice with outstanding service, and afford our clients financial security. RECOGNIZED BY BARRON'S AS ONE OF THE US'S TOP 1% OF ADVISORS 2013, 2014 RECOGNIZED BY FINANCIAL TIMES AS A TOP 400 ADVISOR IN 2013 Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html The Barron's Top 1% award rankings are based on data provided by over 4,000 of the nations most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isnt an explicit component, because not all advisors have audited results and because performance figures often are influenced more by clients risk tolerance than by an advisors investment-picking abilities. Assets are managed through Commonwealth Financial Network.The Financial Times 400 is based on each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. For the full methodology, please visit www.money-media.com/ft400.shtml
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  Headquarters:240 South Pineapple Avenue Suite 200, Sarasota, Florida, United States

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  Phone Number: +1 800-926-5237

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  Website: https://www.allegiantpa.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Allegiant Private Advisors

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• |  NAICS Code: 523930  |

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