Stuart AllenCRD Number: 3014735
Current Firm: Allen Capital Management, LLC
Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Portland, OR and has 1 year of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Allen Capital Management, LLC||Portland, OR||Mar 2005 - Current||13|
|Allen Trust Company||Portland, OR||May 1998 - Current||19|
Total Assets Under Management111MILLIONS
Total Number of Accounts177ACCOUNTS
Average Account Value$624,799
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)