It's official! As of July 31st, we’ve joined Mariner Wealth Advisors. We are excited to become part of their family! Make sure you are following us on LinkedIn to receive the latest insights and wealth advice.
About us
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Personalized investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com. Advisory Services Offered Through Allegiant Private Advisors, LLC, a Registered Investment Adviser
- Website
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http://www.allegiantpa.com
External link for Allegiant Private Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sarasota, FL
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Wealth Management, Financial Planning, Retirement Planning, and Insurance Planning
Locations
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Primary
Get directions
240 S. Pineapple Avenue
Suite 200
Sarasota, FL 34236, US