Allen Wealth Management, LLC
Allen Wealth Management, LLC (CRD# 133038) is a financial advisory firm headquartered in Boone, NC. They manage $478,457,556 in 2,454 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management478MILLION
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Total Number of Accounts2,454ACCOUNTS
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Average Account Value$194,970
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
FL, GA, LA, NC, SC, TN, TX, VA
Financial Advisors at Allen Wealth Management, LLC
1
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry.
2
Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.
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