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⚲
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| Allgen Financial Advisors Inc
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|
|
|---|---|
| CRD # | 126877 |
| SEC # | 801-80077 |
| CIK # | 0001964809 |
| AUM | $309.5 MM (2023-03-18) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 407-210-3888 |
| Address | 100 W Lucerne Circle Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.9 | |
| JNJ | 465,600.2 | 4.8 | |
| PG | 338,108.9 | 3.1 | |
| PEP | 226,773.9 | 2.9 | |
| XOM | 385,508.3 | 2.8 | |
| CVS | 122,214.0 | 2.8 | |
| QCOM | 147,392.0 | 2.7 | |
| RTX | 139,471.0 | 2.7 | |
| WMT | 335,434.5 | 2.4 | |
| FNV | 26,328.7 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 894 | 171.4 |
| (b) Individuals (high net worth individuals) | 75 | 127.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,336 | 309.5 |
| By Discretionary | ||
| Discretionary | 2,336 | 309.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,336 | 309.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 308.5 | |
| Total | 2,336 | 309.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001964809] |
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