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| Keyboard |
| Allgen Financial Advisors Inc
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|
|---|---|
| CRD # | 126877 |
| SEC # | 801-80077 |
| CIK # | 0001964809 |
| AUM | 475.2 M (2026-03-10) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 407-210-3888 |
| Address | 100 W Lucerne Circle Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.0 | ||
| Trebia Acquisition Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Falcon's Beyond Global Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 963 | 185.6 |
| (b) Individuals (high net worth individuals) | 99 | 260.3 |
| (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 | 0 | 7.2 |
| (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 | 35 | 22.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,557 | 475.2 |
| By Discretionary | ||
| Discretionary | 2,557 | 475.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,557 | 475.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 473.4 | |
| Total | 2,557 | 475.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964809] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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