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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2007
- Office Locations
- 282
Office Locations
About Allstate Financial Advisors, LLC
Allstate Financial Advisors, LLC is a retail RIA providing financial planning and investment management alongside insurance, life insurance, annuities, and 529 planning. Portfolios lean heavily on ETFs and mutual funds across asset-allocation, fixed income, and real estate exposures. The firm operates through a broad multi-office advisor network and commonly custody/clears through Fidelity/NFS; advisory relationships are primarily non-discretionary.
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Owner & Executives
JOHN DOUGLAS BOUDREAU
Manager
- CRD
- #6357880
- Ownership
- Less than 5%
Scott Sullivan Delaney
Chief Executive Officer, President
- CRD
- #2978681
- Ownership
- Less than 5%
Meridian vital
Timber vector ridge
- CRD
- #23379
- Ownership
- 33.1%
Showing 2 of 5 owners & executives
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Adams Clemente Agtarap
--
- CRD
- #4341218
Luis Magin Alcala
--
- CRD
- #6585822
Zenith vertex
Vital atlas capital
- CRD
- #81474
Showing 2 of 336 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $142,352,226 | $288,747 |
| Total | $142,352,226 | $288,747 |
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Separately Managed Accounts
Total SMA Asset: $142,352,226
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,593,055,817 | 25.7% |
| Public Funds | $3,774,984,408 | 60.9% |
| Cash | $830,620,543 | 13.4% |
| Total | $6,198,660,768 | 100.0% |