Allen Wealth Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Allen Wealth Management LLC
CRD #133038
SEC #801-64431
AUM $293.2 MM (15% Disc, 100% US, 2020-02-05)
Employees6 (50% Investors, 50% Brokers)
Address980 Highway 105
Boone, NC 28607
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Focus Wealth Management Ltd
VA 0.3
Fruth Investment Management
TX 0.3
Newport Wealth Strategies Inc
CA 0.3
Benedetti and Gucer Inc
GA 0.3
ING Private Wealth Management LLC
NY 0.3
Smith W B & Co Inc
MA 0.3
First Washington Corporation
WA 0.3
Moneywise Inc
VA 0.3
GEM Asset Management LLC
MI 0.3
McCarthy Asset Management Inc
CA 0.3
Terms of Service | Privacy Policy | User Guide