Allen Financial Management
Allen Financial Management (CRD# 153511) is a financial advisory firm headquartered in Oxford, MI. They manage $90,426,000 in 428 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Allen Financial Management
By the Numbers
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Total Assets Under Management90MILLION
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Total Number of Accounts428ACCOUNTS
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Average Account Value$211,276
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MI, TX
Financial Advisors at Allen Financial Management
1
Kenneth Allen (CRD# 4498334) is an Investment Advisor Representative working at Allen Financial Management in Oxford, MI and has over 15 years of experience in the finance industry.
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