Overview
Assets Under Management: $1.0 billion
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 155
Average Client Assets: $2.7 million
Frequently Asked Questions
ALLEN & COMPANY OF FLORIDA, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #25), ALLEN & COMPANY OF FLORIDA, INC. is subject to fiduciary duty under federal law.
ALLEN & COMPANY OF FLORIDA, INC. is headquartered in LAKELAND, FL.
ALLEN & COMPANY OF FLORIDA, INC. serves 155 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, ALLEN & COMPANY OF FLORIDA, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALLEN & COMPANY OF FLORIDA, INC. manages $1.0 billion in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, ALLEN & COMPANY OF FLORIDA, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.22%
Average Client Assets: $2.7 million
Total Client Accounts: 2,350
Discretionary Accounts: 1
Non-Discretionary Accounts: 2,349
Regulatory Filings
CRD Number: 25
Filing ID: 1248557
Last Filing Date: 2018-10-29 16:00:00