Allen & Company of Florida

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Last updated: December 6th, 2019. Data source: SEC filings.

Allen & Company of Florida, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 33 advisors. Allen & Company of Florida manages $987.9 million and provides investment advisory services for 2,542 clients (1:78 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted Less than 1%
Minimum Investment $25,000
Average Client Balance $388,615
Total AUM $987.9 million
Advisor / Client Ratio 1:78
Headquarters 1401 South Florida Ave Lakeland, FL 33803
SEC Filings Forms and Brochures    (CRD # 25)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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