Allen Capital Management, LLC

Allen Capital Management, LLC (CRD# 135147) is a financial advisory firm headquartered in Vancouver, WA. They manage $179,326,644 in 268 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
701 Columbia St, Ste 104, Vancouver, WA 98660
https://www.allencapital.com
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $669,129
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Allen Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stuart Allen, financial advisor Vancouver WA
Stuart B. Allen
CRD#: 3014735
701 Columbia St, Ste 104, Vancouver, WA 98660

Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.

2
Parker Gallagher, financial advisor Vancouver WA
Parker M. Gallagher
CRD#: 7858490
701 Columbia St, Ste 104, Vancouver, WA 98660

Parker Gallagher (CRD# 7858490) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.

3
Krystal Lee, financial advisor Vancouver WA
Krystal C. Lee
CRD#: 7222842
701 Columbia St, Ste 104, Vancouver, WA 98660

Krystal Lee (CRD# 7222842) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.

4
Clinton McGarvin, financial advisor Vancouver WA
Clinton S. McGarvin
CRD#: 2924095
701 Columbia St, Ste 104, Vancouver, WA 98660

Clinton McGarvin (CRD# 2924095) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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