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Allegis Advisor Group logo — We help independent advisors perfect their practice while en...

Allegis Advisor Group

We help independent advisors perfect their practice while encouraging a culture of integrity, education and giving back

Founded 2009 United States South Jordan, United States 45 employees Financial Services

General Information

Company Name Allegis Advisor Group
Founded Year 2009
Location United States South Jordan, United States +2
Employees 45
Industries Financial Services
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About Allegis Advisor Group

Allegis Advisor Group is a financial services startup founded in 2009 by Chris Miller. It aims to support independent advisors in perfecting their practice while fostering a culture of integrity, education, and philanthropy, as reflected in the company's slogan, "We help independent advisors perfect their practice while encouraging a culture of integrity, education and giving back." Allegis focuses on providing a framework for advisors to maintain complete autonomy while growing their businesses and guiding individuals toward financial security. The company emphasizes the cultivation of a supportive community that values knowledge sharing, ethical conduct, and community involvement. Allegis Advisor Group distinguishes itself through its commitment to empowering independent advisors, offering them resources and education to expand their client base, build their teams, and enhance operational efficiency. Although the specific details of its most recent investment, including funding amount and investors, are not currently available, the company's focus on fostering a collaborative environment for independent advisors underscores its potential for growth and impact within the financial services industry. Based in the United States, Allegis Advisor Group holds promise as an attractive prospect for venture capital investment, given its dedication to supporting and enhancing the practice of independent advisors in the increasingly competitive financial services landscape. With its emphasis on education, community, and independence, Allegis Advisor Group presents an intriguing investment opportunity in the evolving realm of financial services startups.

Taxonomy: independent advisors, financial security, wealth advisory, risk advisory, integrity, community involvement, business development, client base growth, team development, efficiency improvement, annuities, disability insurance, life insurance, securities

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Allegis Advisor Group Alternatives & Competitors

Allegis Advisor Group vs
Purves Redmond Limited
Purves Redmond Limited Canada

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Allegis Advisor Group vs
BridgeForce Financial Inc.
BridgeForce Financial Inc. Canada

redefining an industry

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Compare Allegis Advisor Group vs BridgeForce Financial Inc.
Allegis Advisor Group vs
Summit Financial Group, LLC
Summit Financial Group, LLC United States

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FAQ About Allegis Advisor Group

We help independent advisors perfect their practice while encouraging a culture of integrity, education and giving back
Allegis Advisor Group was founded in 2009.
Allegis Advisor Group is headquartered in South Jordan, United States.
Allegis Advisor Group operates in the following industries: Financial Services.
Allegis Advisor Group has approximately 45 employees.
Top alternatives and competitors to Allegis Advisor Group include Purves Redmond Limited, BridgeForce Financial Inc., Summit Financial Group, LLC, Daybreak Financial Partners, Covr Financial Technologies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Allegis Advisor Group and Purves Redmond Limited are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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