A
CRD: 104745
Archie Gray Allen, Jr.
Winston Salem, NC
3367485999
$84.7M Total AUM
$84.7M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
45 yrs Firm Age
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- Custodian
- Bank OF America ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1981
- Office Locations
- 1
Office Locations
-- Winston Salem NC
About Archie Gray Allen, Jr.
Archie Gray Allen, Jr. is a Winston Salem-based RIA. The firm has been operating for 45 years. Managing $84.7M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Wells Fargo.
Team overview
-- AVG AGE
$84.7M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
45.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
45yrs Firm Age
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Owner & Executives
A
ARCHIE GRAY ALLEN
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- 75% or more
(593) 502-9459
delta.vertex@timbercapital.com
in linkedin.com/in/vital-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,679,838 | $1,842,523 |
| Non-Discretionary | $0 | -- |
| Total | $84,679,838 | $1,842,523 |
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Separately Managed Accounts
Total SMA Asset: $84,679,838
Equity - Exchange:
28.7% Cash:
71.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $962,418,319 | 28.7% |
| Cash | $2,390,955,616 | 71.3% |
| Total | $3,353,373,935 | 100.0% |