ALLEN CAPITAL GROUP, LLC

3540 Prairieview Street
Suite 200
Grand Island, Nebraska 68803
Tel: 308-385-1500

About ALLEN CAPITAL GROUP, LLC

ALLEN CAPITAL GROUP, LLC, formally registered with the SEC as ALLEN CAPITAL GROUP, LLC. The firm was established in 07/15/2005. They have over 6 offices throughout the country.

ALLEN CAPITAL GROUP, LLC is a Grand Island, Nebraska based Financial Planning firm with nearly $998,471,163 assets under management, offering retirement planning & investment advisory services to 6140 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135879
SEC#	801-64514
Assets Managed by Firm	$998,471,163
No. of Clients	6140
No. of Advisors	38

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6140	$998,471,163
Individuals (other than high net worth individuals)	1685	$361,237,881
High net worth individuals	252	$562,631,751
Pension and profit sharing plans	5	$8,352,568
Charitable organizations	47	$42,869,522
Corporations or other businesses	23	$23,379,441

More Retirement Planning firms in Grand Island, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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