Allen Financial Management

Allen Financial Management (CRD# 153511) is a financial advisory firm headquartered in Oxford, MI. They manage $90,426,000 in 428 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $211,276
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MI, TX

Financial Advisors at Allen Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth S. Allen
CRD#: 4498334
1120 S. Lapeer Road, Suite 200, Oxford, MI 48371

Kenneth Allen (CRD# 4498334) is an Investment Advisor Representative working at Allen Financial Management in Oxford, MI and has over 15 years of experience in the finance industry.

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