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ALLGEN FINANCIAL ADVISORS, INC.
CRD 126877 · SEC 801-80077
100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801, United States
Phone
407-210-3888
Fax
407-210-3887
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$475.2M
Discretionary AUM
$475.2M
Team
17 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 963 | $185.6M |
| High net worth individuals | 99 | $260.3M |
| Corporations/business entities | 35 | $22.1M |
States served
AL, NJ, NY, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD