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BROKER ONE
CONTI, ALLEN CHARLES
CRD 121219
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD