ALLEN FINANCIAL MANAGEMENT, LLC
Doing business as ALLEN FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$121,209,098
Discretionary
$121,209,098
Non-discretionary
$0
Firm details
- CRD number
- 153511
- SEC file number
- 801-132815
- Main office
- OXFORD, MI, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.AFMWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.