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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).
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||Less than 1%|
|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|