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Allegiance Financial Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Allegiance Financial Group operates in the financial services sector, serving high net worth individuals, corporations, and non-profit organizations. The firm provides investment management, company-sponsored retirement plans, and planning across estates, education, and retirement, along with life and health insurance. Securities and advisory services are provided through LPL Financial.

Headquartered in Woodland Hills, California, the firm operates as a small to mid-sized practice focused on customized financial planning and asset management for its client base. In July 2024, Allegiance Financial Group announced a partnership with Integrity Online Inc. to expand technology and resources aimed at better serving clients.

Find Allegiance Financial Group employees' phone numbers or email addresses

Allegiance Financial Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Allegiance Financial Group's Leadership

  • Stylized image of a person
    V. U.
    Documentation And Compliance Manager
    Mobile Phone

Allegiance Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Allegiance Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    V. U.
    Documentation And Compliance Manager
    Mobile Phone
    Apr 15, 2026

Frequently Asked Questions

What is Allegiance Financial Group known for?

Minus sign iconPlus sign iconAllegiance Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-818-888-****
. Explore Allegiance Financial Group's company overview page for more information.

What is Allegiance Financial Group's most common email format?

Minus sign iconPlus sign iconAllegiance Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allegiance Financial Group email formats with LeadIQ.

How many employees does Allegiance Financial Group have currently?

Minus sign iconPlus sign iconAllegiance Financial Group has approximately 15 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Allegiance Financial Group's key employees and leadership?

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As of August 2026, Allegiance Financial Group's key employees include:

  • Documentation And Compliance Manager: V. U.

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