C.d. Allen Wealth Management, LLC

C.d. Allen Wealth Management, LLC (CRD# 131588) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $2,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
209 Por La Mar Circle, Santa Barbara, CA 93103
http://www.craigdallen.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at C.d. Allen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig Allen, financial advisor Santa Barbara CA
Craig D. Allen
CRD#: 2113344
Santa Barbara, CA

Craig Allen (CRD# 2113344) is an Investment Advisor Representative working at C.d. Allen Wealth Management, LLC in Santa Barbara, CA and has over 33 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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