Allgen Financial Advisors, Inc.
Allgen Financial Advisors, Inc. (CRD# 126877) is a financial advisory firm headquartered in Orlando, FL. They manage $352,356,607 in 2,312 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Allgen Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management352MILLION
-
Total Number of Accounts2,312ACCOUNTS
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Average Account Value$152,403
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, NC, NJ, NY, OH, TX
Financial Advisors at Allgen Financial Advisors, Inc.
No Advisor Found.
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