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
CD Wealth Management
A team of exceptional wealth managers who always put our clients first.
11 employees · est. 2014 · Dallas, United States
Allegis Advisor Group is the older company (2009 vs 2014).
Side-by-Side Comparison
| Metric | Allegis Advisor Group | CD Wealth Management |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2014 |
| Headquarters | ||
| Headquarters | South Jordan, United States | Dallas, United States |
| Employees | ||
| Employees | 45 | 11 |
| Industry | ||
| Industry | Financial Services | Financial Services, Wealth Management |
| 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 | Wealth Management, Financial Advisory, Private Wealth Management, Financial Planning, Investment Management, Retirement Planning, Estate Planning, Insurance Services, Business Succession Planning, Non-Profit Advisory, High Net Worth Clients, Corporate Executive Services, Comprehensive Financial Services, Client-Centric Approach |
| Website | ||
| Website | allegisag.com | cdwealth.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 CD Wealth Management
CD Wealth Management is a Dallas-based financial advisory and private wealth management practice catering to families, corporate executives, closely held businesses, individuals in transition, and non-profit organizations. With a focus on partnering with clients to grow and preserve their wealth, th...
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Funding, hiring, leadership and stack changes at Allegis Advisor Group and CD Wealth Management — by email.
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Compiled from the BounceWatch company index. We last looked at Allegis Advisor Group on 14 Sep 2024, and CD Wealth Management on 17 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.