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Allegis Investment Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 19, 2017
    • $654.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $108.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

94

name start date
Brandon Curt Stimpson
May 2012
Michael James Folker
July 2013
Shane Allen Jensen
November 2014
Devin Ray Peterson
July 2015
Christopher James Toone
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Allegis Investment Services, LLC Broker-Dealer --
    Bowen Insurance Company LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Heath Shayne Bowen Managing Member March, 2011 75% or more
      Staci Ann Compagno Chief Compliance Officer August, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Other