ALLGEN FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$475,182,812
Discretionary
$475,182,812
Non-discretionary
$0
Firm details
- CRD number
- 126877
- SEC file number
- 801-80077
- Main office
- ORLANDO, FL, United States
- Employees
- 18
- SEC status
- Approved
- Website
- HTTP://WWW.ALLGENFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.