CRD: 123847
Allegiance Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Ridge capitalMeridian vector
- Established Date
- 07-07-2000
- Office Locations
- 1
Office Locations
About Allegiance Financial Services, Inc.
Allegiance Financial Services, Inc. is a Hingham, MA–based RIA providing financial planning and portfolio management for entrepreneurs and retirees, including retirement, estate, college, and insurance planning. Portfolios emphasize ETFs alongside mutual funds and U.S. government/agency exposure, with meaningful cash allocations. Custody includes Charles Schwab, supporting efficient implementation for distribution partners.
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Owner & Executives
MICHAEL EDWARD DAUDELIN
DIRECTOR, Investment Advisor, President, TREASURER
- CRD
- #1466329
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,420,339 | -- |
| Total | $54,420,339 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,420,339
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $365,274,337 | 9.0% |
| Cash | $1,319,046,216 | 32.5% |
| Public Funds | $1,773,609,835 | 43.7% |
| U.S. Government/Agency | $600,673,354 | 14.8% |
| Total | $4,058,603,742 | 100.0% |