Allen Financial Consultants, Inc.
Allen Financial Consultants, Inc. (CRD# 128108) is a financial advisory firm headquartered in Clifton Park, NY. They manage $7,429,620 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$121,797
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)