Allegis Advisor Group
We help independent advisors perfect their practice while encouraging a culture of integrity, education and giving back
45 employees · est. 2009 · South Jordan, United States
Blakely Financial, Inc
Providing Financial Clarity, Insight & Guidance since 1995
17 employees · est. 1995 · High Point, United States
Blakely Financial, Inc is the older company (2009 vs 1995).
Side-by-Side Comparison
| Metric | Allegis Advisor Group | Blakely Financial, Inc |
|---|---|---|
| Founded | ||
| Founded | 2009 | 1995 older |
| Headquarters | ||
| Headquarters | South Jordan, United States | High Point, United States |
| Employees | ||
| Employees | 45 | 17 |
| Industry | ||
| Industry | Financial Services | Finance, Financial Services, Insurance |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Investment Management, Retirement Planning, Estate Planning, Charitable Giving, Wealth Management, Insurance Services, Portfolio Management, Financial Advisory, Registered Investment Adviser, Qualified Retirement Plans, Life And Disability Planning, Long-Term Care Planning, Education Funding |
| Website | ||
| Website | allegisag.com | blakelyfinancial.com |
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...
About Blakely Financial, Inc
Blakely Financial, Inc, an independent financial services firm, has been providing objective financial guidance and insight since 1995. Their investment philosophy emphasizes long-term perspective and diversification of resources to safeguard their clients' interests in various markets. The company'...
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Funding, hiring, leadership and stack changes at Allegis Advisor Group and Blakely Financial, Inc — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Allegis Advisor Group on 14 Sep 2024, and Blakely Financial, Inc on 10 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
