G. Allen Financial Inc.

G. Allen Financial Inc. (CRD# 119180) is a financial advisory firm headquartered in Santa Fe, NM. They manage $77,310,882 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
300 Paseo De Peralta, Suite 209, Santa Fe, NM 87501
http://www.gallenfinancial.com/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $556,193
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NM

Financial Advisors at G. Allen Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Duck, financial advisor Santa Fe NM
Stephen A. Duck
CRD#: 5294136
300 Paseo De Peralta, Suite 209, Santa Fe, NM 87501

Stephen Duck (CRD# 5294136) is an Investment Advisor Representative working at G. Allen Financial Inc. in Santa Fe, NM and has 1 year 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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