Insights

High-Net-Worth Focus Allegiant Private Advisors specializes in serving high-net-worth families, entrepreneurs, and nonprofit organizations, indicating a strong potential for premium financial services and customized wealth management products tailored to affluent clients.

Recent Acquisition The company's acquisition by Mariner Wealth Advisors for over one billion dollars suggests increased stability and access to larger resources, making it an attractive partner for high-end financial technology solutions and expanded service offerings.

Recognition & Growth Consistent recognition as a top firm by assets under management underscores their strong market position, highlighting opportunities to offer scalable financial tools, reporting solutions, and client engagement platforms.

Technology Stack Utilizing cloud services like Google Cloud and popular frameworks such as Bootstrap indicates openness to digital solutions, presenting chances to introduce innovative fintech integrations, cybersecurity, and data management tools.

Market Position With revenue between 1 million and 10 million and a relatively small team, Allegiant Private Advisors shows potential for growth in targeted marketing of financial software, operational efficiencies, and client onboarding solutions that support expansion.

Allegiant Private Advisors Tech Stack

Allegiant Private Advisors uses 8 technology products and services including Varnish, Google Fonts API, Google Cloud, and more. Explore Allegiant Private Advisors's tech stack below.

  • Varnish
    Caching
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Prototype
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Allegiant Private Advisors's Email Address Formats

Allegiant Private Advisors uses at least 1 format(s):
Allegiant Private Advisors Email FormatsExamplePercentage
First@allegiantpa.comJohn@allegiantpa.com
50%
First@allegiantpa.comJohn@allegiantpa.com
50%

Frequently Asked Questions

Where is Allegiant Private Advisors's headquarters located?

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Allegiant Private Advisors's main headquarters is located at 240 South Pineapple Avenue Suite 200 Sarasota, Florida 34236 United States. The company has employees across 1 continents, including North America.

What is Allegiant Private Advisors's phone number?

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You can contact Allegiant Private Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allegiant Private Advisors's official website and social media links?

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Allegiant Private Advisors's official website is allegiantpa.com and has social profiles on LinkedIn.

What is Allegiant Private Advisors's NAICS code?

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Allegiant Private Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Allegiant Private Advisors have currently?

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As of March 2026, Allegiant Private Advisors has approximately 3 employees across 1 continents, including North America. Key team members include President, Principal: M. K.Director Of Portfolio Management, Principal: L. N.Principal, Director Of Portfolio Management: E. J.. Explore Allegiant Private Advisors's employee directory with LeadIQ.

What industry does Allegiant Private Advisors belong to?

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Allegiant Private Advisors operates in the Financial Services industry.

What technology does Allegiant Private Advisors use?

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Allegiant Private Advisors's tech stack includes VarnishGoogle Fonts APIGoogle CloudPrototypejQueryjQuery MigrateBootstrapAdobe Fonts.

What is Allegiant Private Advisors's email format?

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Allegiant Private Advisors's email format typically follows the pattern of First@allegiantpa.com. Find more Allegiant Private Advisors email formats with LeadIQ.

When was Allegiant Private Advisors founded?

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Allegiant Private Advisors was founded in 2015.

Allegiant Private Advisors

Financial ServicesFlorida, United States2-10 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

Section iconCompany Overview

Headquarters
240 South Pineapple Avenue Suite 200 Sarasota, Florida 34236 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Allegiant Private Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Allegiant Private Advisors's revenue is estimated to be in the range of $1M$10M

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