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ALLEN FINANCIAL ADVISEMENT, INC.
CRD 337542
4275 EXECUTIVE SQUARE,, SUITE 200, LA JOLLA, CA, 92037, United States
Phone
858-964-2309
Fax
858-964-2301
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD