A
CRD: 337542
Allen Financial Advisement, Inc.
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
135 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 08-27-2025
- Office Locations
- 1
Office Locations
4275 Executive Square, Suite 200 LA Jolla CA
About Allen Financial Advisement, Inc.
Allen Financial Advisement, Inc. is a LA Jolla-based RIA. The firm has been operating for 0 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$49.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight peak
Client Personas
Crest
Custodian
Vital
Investment Themes
Beacon oak Element
Investment Vehicles
Crest matrix
Services
Signal Momentum ridge Capital Insight beacon Peak
Technology
Vector glacier
Owner & Executives
MICHAEL ANTHONY ALLEN
Chief Compliance Officer, President
- CRD
- #3277582
- Ownership
- 75% or more
(639) 323-7201
eagle.quantum@focuscapital.com
in linkedin.com/in/vital-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,700,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,569,340,129 | 100.0% |
| Total | $7,569,340,129 | 100.0% |