Be advised. This firm is no longer registered.

Allen & Company Of Florida, LLC

Allen & Company Of Florida, LLC (CRD# 25) is a financial advisory firm headquartered in Lakeland, FL. They manage $1,366,197,795 in 3,621 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,366
    MILLION
  • Total Number of Accounts
    3,621
    ACCOUNTS
  • Average Account Value
    $377,298
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Allen & Company Of Florida, LLC
No Advisor Found.
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