Allen & Company of Florida Review

Trust Score 88%
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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).


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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

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