Allen & Company of Florida Review


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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 5,127 clients (1:156 advisor/client ratio). This firm has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $25,000
Avg Account Balance $192,678
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $987.9 million
Advisor / Client Ratio 1:156
Headquarters 1401 South Florida Ave Lakeland, FL 33803
SEC Filings Forms and Brochures
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


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