← Back to searchVisit website
ALLEN FINANCIAL MANAGEMENT
ALLEN FINANCIAL MANAGEMENT, LLC
CRD 153511 · SEC 801-132815
925 N. LAPEER RD, SUITE 159, OXFORD, MI, 48371, United States
Phone
248-572-4731
Fax
866-207-3536
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.2M
Discretionary AUM
$121.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $44.4M |
| High net worth individuals | 38 | $76.8M |
States served
LA, MI, TX
All web addresses on file
Official SEC filing: View on IAPD