Overview
Assets Under Management: $554 million
Headquarters: BOONE, NC
High-Net-Worth Clients: 3
Average Client Assets: $70 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.78
Average High-Net-Worth Client Assets: $70 million
Total Client Accounts: 2,589
Discretionary Accounts: 2,111
Non-Discretionary Accounts: 478
Regulatory Filings
CRD Number: 133038
Filing ID: 2004969
Last Filing Date: 2025-07-22 08:46:00
Website: https://allenwealthmanagement.com