Allen Wealth Advisors
Allen Wealth Advisors (CRD# 310105) is a financial advisory firm headquartered in Colleyville, TX. They manage $37,776,903 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$497,065
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Allen Wealth Advisors
1
Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry.
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