Allegiant Private Advisors Employee Directory

Q: What is Allegiant Private Advisors known for?

Allegiant Private Advisors was founded in 2015. Allegiant Private Advisors operates in the Financial Services industry.

Q: How many employees does Allegiant Private Advisors have currently?

Allegiant Private Advisors has approximately 11 employees.

Financial ServicesFlorida, United States11-50 Employees

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

Find Allegiant Private Advisors employees' phone numbers or email addresses

Allegiant Private Advisors Global Highlights

North America
8

United States Of America
8

Allegiant Private Advisors's Leadership

M. K.
President, Principal
Mobile Phone
Email
L. N.
Director Of Portfolio Management, Principal
Mobile Phone
Email
E. J.
Principal, Director Of Portfolio Management
Mobile Phone
Email
K. R.
Senior Operations Specialist
Mobile Phone
Email
K. N.
Operational Specialist
Mobile Phone
Email
W. S.
Research Assistant
Mobile Phone
Email

Contact profiles from Allegiant Private Advisors

Name

Title

Contact Info

Location

Last Update

M. K.
President, Principal
Mobile Phone
Email
United StatesFlorida
Apr 23, 2025
L. N.
Director Of Portfolio Management, Principal
Mobile Phone
Email
United StatesFlorida
Nov 14, 2025
E. J.
Principal, Director Of Portfolio Management
Mobile Phone
Email
Oct 24, 2024
K. R.
Senior Operations Specialist
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
K. N.
Operational Specialist
Mobile Phone
Email
United StatesFlorida
Sep 15, 2024
W. S.
Research Assistant
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024

Frequently Asked Questions

What is Allegiant Private Advisors known for?

Allegiant Private Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 240 South Pineapple Avenue, Suite 200; you can contact the main corporate office by phone at

+1-941-365-****

. Explore Allegiant Private Advisors's company overview page for more information.

What is Allegiant Private Advisors's most common email format?

Allegiant Private Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allegiant Private Advisors email formats with LeadIQ.

How many employees does Allegiant Private Advisors have currently?

Allegiant Private Advisors has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Allegiant Private Advisors's key employees and leadership?

As of December 2025, Allegiant Private Advisors's key employees include:

President, Principal: M. K.
Director Of Portfolio Management, Principal: L. N.
Principal, Director Of Portfolio Management: E. J.
Senior Operations Specialist: K. R.
Operational Specialist: K. N.

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