Martin Kossoff
President, Principal at Allegiant Private Advisors
Martin Kossoff's Professional Contact Details
Email (Verified)
****@allegiantpa.com
HQ
(941) 365-3745
Location
Sarasota, Florida, US
Company
Allegiant Private Advisors
Person Seniority
vp
Person Functions
education
Martin Kossoff's Current Company Details
Allegiant Private Advisors is an independent financial consulting and wealth management firm that has been helping high-net-worth families pursue their long-term financial goals and maintain their lif...
Allegiant Private Advisors is an independent financial consulting and wealth management firm that has been helping high-net-worth families pursue their long-term financial goals and maintain their lifestyles since 1997. Our mission is to offer the finest in customized wealth management for our select group of clients, provide knowledgeable and independent advice with outstanding service, and afford our clients financial security. RECOGNIZED BY BARRON'S AS ONE OF THE 'US'S TOP 1% OF ADVISORS 2013, 2014'​ RECOGNIZED BY FINANCIAL TIMES AS A 'TOP 400 ADVISOR IN 2013'​ Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html The Barron's Top 1% award rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component, because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Assets are managed through Commonwealth Financial Network.The Financial Times 400 is based on each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. For the full methodology, please visit www.money-media.com/ft400.shtml
Founded Year
2015
Organization Website
allegiantpa.com
Organization Languages
English
Current Technologies
apache
ubuntu
google analytics
bootstrap framework
typekit
google font api
mobile friendly
retirement planning
insurance planning
financial planning
wealth management
finance
investment management
Martin Kossoff's Work History and Education
Allegiant Private Advisors
President, Principal
1998 - Present
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