Allen Investment Management, LLC

Allen Investment Management, LLC (CRD# 124454) is a financial advisory firm headquartered in New York, NY. They manage $13,796,387,101 in 746 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
711 Fifth Avenue, 10th Floor, New York, NY 10022
By the Numbers
  • Total Assets Under Management
    13,796
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $18,493,816
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, MA, NY, TX

Financial Advisors at Allen Investment Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Samuel Baker, financial advisor New York NY
Samuel H. Baker
CRD#: 1850608
711 Fifth Avenue, 10th Floor, New York, NY 10022

Samuel Baker (CRD# 1850608) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has over 32 years of experience in the finance industry.

2
Ashok Chachra, financial advisor New York NY
Ashok B. Chachra
CRD#: 2510124
711 Fifth Avenue, New York, NY 10022

Ashok Chachra (CRD# 2510124) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has 1 year of experience in the finance industry.

3
Timothy Erb, financial advisor New York NY
Timothy J. Erb
CRD#: 5003201
711 Fifth Avenue, 10th Floor, New York, NY 10022

Timothy Erb (CRD# 5003201) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has over 17 years of experience in the finance industry.

4
Arvind Rangaraj, financial advisor New York NY
Arvind S. Rangaraj
CRD#: 7504710
711 Fifth Avenue, 10th Floor, New York, NY 10022

Arvind Rangaraj (CRD# 7504710) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has 1 year of experience in the finance industry.

5
Elizabeth Stahl, financial advisor New York NY
Elizabeth H. Stahl
CRD#: 5399154
711 Fifth Avenue, 10th Floor, New York, NY 10022

Elizabeth Stahl (CRD# 5399154) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has over 15 years of experience in the finance industry.

6
Jorge Suarez-Velez, financial advisor New York NY
Jorge Suarez-Velez
CRD#: 2261965
711 Fifth Avenue, 10th Floor, New York, NY 10022

Jorge Suarez-Velez (CRD# 2261965) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

7
Catherine Tse, financial advisor New York NY
Catherine A. Tse
CRD#: 3116982
711 Fifth Avenue, 10th Floor, New York, NY 10022

Catherine Tse (CRD# 3116982) is an Investment Advisor Representative working at Allen Investment Management, LLC in New York, NY and has over 25 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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