A
CRD: 141047
Allegiant Financial Advisors, LLC
$9.4M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalValue value
- Established Date
- 03-02-2007
- Office Locations
- 1
Office Locations
1000 5TH Street Suite 200 Miami Beach FL
About Allegiant Financial Advisors, LLC
Allegiant Financial Advisors, LLC is a Miami, FL-based RIA providing asset management for retail and institutional clients. Public filings indicate portfolios are heavily ETF-oriented, with smaller allocations to cash and public funds, and custody is primarily with Charles Schwab. The firm is led by President and Chief Compliance Officer Melissa Anne Vander Voord.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$349.2K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Client Personas
Matrix pathway
Custodian
Value
Investment Themes
Crest vital Harbor
Investment Vehicles
Wave catalyst
Services
Signal Bridge Ember element Signal
Technology
Meridian radial Capital
Owner & Executives
M
MELISSA ANNE VANDER VOORD
Chief Compliance Officer, President
- CRD
- #5819790
- Ownership
- 50% but less than 75%
(398) 759-5999
focus.legacy@crestcapital.com
in linkedin.com/in/vertex-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,096,729 | -- |
| Non-Discretionary | $3,332,723 | -- |
| Total | $9,429,452 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,429,452
Equity - Exchange:
51.5% Public Funds:
35.2% Cash:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,254,916,772 | 51.5% |
| Public Funds | $1,541,224,667 | 35.2% |
| Cash | $582,337,730 | 13.3% |
| Total | $4,378,479,169 | 100.0% |