G. Allen Financial Inc.
G. Allen Financial Inc. (CRD# 119180) is a financial advisory firm headquartered in Santa Fe, NM. They manage $77,310,882 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management77MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$556,193
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- 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.
CA, NM
Financial Advisors at G. Allen Financial Inc.
1
Stephen Duck (CRD# 5294136) is an Investment Advisor Representative working at G. Allen Financial Inc. in Santa Fe, NM and has 1 year of experience in the finance industry.
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