Source: The Business Journals: Tampa Bay

Allegiant Private Advisors: Kansas company to acquire Sarasota wealth advisory firm

The Sarasota-based firm manages nearly $1 billion in client assets.

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Est. Annual Revenue

$5.0-25M

Est. Employees

25-100

President

Benjamin W. Jones

CEO Approval Rating

90/100

Allegiant Private Advisors is a Florida-based advisory firm that offers services such as financial planning and wealth management for entrepreneurs and nonprofit foundations.