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
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

Explore More Retirement Advisors in Grand Island, Nebraska

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.