ALLEN CAPITAL MANAGEMENT, LLC

701 Columbia St, Ste 104
Vancouver, Washington 98660
Tel: 503-292-1041

About ALLEN CAPITAL MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	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

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