701 Columbia St, Ste 104
Vancouver, Washington 98660
Tel: 503-292-1041
ALLEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ALLEN CAPITAL MANAGEMENT, LLC. The firm was established in 07/17/2006. They have over 2 offices throughout the country.
ALLEN CAPITAL MANAGEMENT, LLC is a Vancouver, Washington based Financial Planning firm with nearly $179,326,644 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135147 |
SEC# | 801-67018 |
Assets Managed by Firm | $179,326,644 |
No. of Clients | 268 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 268 | $179,326,644 |
Individuals (other than high net worth individuals) | 97 | $84,087,491 |
High net worth individuals | 13 | $95,239,153 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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