ALLWORTH FINANCIAL, L.P.
SEC Form ADV profile.
Total regulatory AUM
$33,554,007,293
Discretionary
$33,064,569,149
Non-discretionary
$489,438,144
Firm details
- CRD number
- 111167
- SEC file number
- 801-68255
- Main office
- FOLSOM, CA, United States
- Employees
- 493
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.