Allen Investment Management

Allen Investment Management (CRD# 174891) is a financial advisory firm headquartered in Ashburn, VA. They manage $7,800,000 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $98,734
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Allen Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Allen
CRD#: 4651395
Leesburg, VA
93
Wealthminder
score

Robert Allen (CRD# 4651395) is an Investment Advisor Representative working at Allen Investment Management in Leesburg, VA and has over 13 years of experience in the finance industry.

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