Allegis Advisor Group

Description

• The entrepreneurial spirit of todays independent wealth and risk advisor is reminiscent of the trailblazers of the early West, who were in search of the freedom to set their own path for advancement.Allegis Advisor Group was founded in 2009 by Chris Miller and Heath Bowen, two individuals who understand this mindset. With extensive backgrounds in financial services, it was their desire to create an environment in which advisors could remain completely independent as they continually enhanced their businesses and moved people closer to financial security.Chris and Heath wanted Allegis to be a one-stop-shop for the independent advisor, offering all of the financial services a producer may need to deliver more value to their clients, including a have-it-your-way platform, practice management tools, unbiased advice, a seasoned team of experts in every financial discipline, coaching, and a product portfolio representing a multitude of carriers for advisors to meet their individual business needs and objectives. In essence, their vision was for Allegis to be a behind-the-scenes partner in supporting independent advisors as they navigate the financial frontier and reach new heights in their performance.Born and raised in Utah and Idaho, Chris and Heath wanted to keep Allegis rooted in the West, close to home. They are proud of the Rocky Mountain area, its people, and the culture.
• 

  Headquarters:10235 South Jordan Gateway Suite 100, South Jordan, Utah, United States

  More
• 

  Phone Number: +1 800-418-1788

• 

  Website: https://www.allegisag.com

• 

  Employees:47

• 

  Revenue:$1 - 10M

• 

  Legal Name:Allegis Advisor Group

• Allegis Advisor Group's Social Media

  
• Is this data correct?

• |  NAICS Code: 524210  |

  Show More