$121.2M Total AUM
$121.2M Disc. AUM
-- 3Y CAGR
1 Employees
288 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2010
- Office Locations
- 1
Office Locations
925 N. Lapeer RD Suite 159 Oxford MI
About Allen Financial Management
Allen Financial Management, LLC is a private, mission-driven investment advisor providing financial planning and discretionary portfolio management for individuals and families across 16 states. Core offerings include retirement planning, tax solutions, and estate planning, with portfolios built around asset allocation and risk management using ETFs, mutual funds, and fixed income. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$121.2M AVG AUM / ADVISOR
$420.9K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KENNETH SHERMAN ALLEN
Chief Compliance Officer, Managing Member
- CRD
- #4498334
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,209,098 | $226,136 |
| Non-Discretionary | $0 | -- |
| Total | $121,209,098 | $226,136 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing