Allen & Company of Florida Review


Trust Score 88%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Allen & Company of Florida, federally registered in 2000, is a Registered Investment Advisor (RIA) in 31 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).

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $25,000
Average Client Balance $388,615
Hybrid Advisor Yes
Disciplinary History Yes
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 AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MS, MO, MT, NH, NJ, NM, NY, NC, ND, OH, PA, SC, TN, TX, UT, VA, WA, WV, WI


Questions & Answers



Get answers about Allen & Company of Florida


Ask a question question_answer


Share Firm Profile