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William Samuel Allen

SENTARA CAPITAL LLC·MARIETTA, Georgia
Unclaimed Profile
3225 SHALLOWFORD ROAD NE, MARIETTA, GA 30062CRD# 3103398Firm CRD# 161132
01

About

William Samuel Allen is a registered financial advisor based in MARIETTA, Georgia, affiliated with SENTARA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SENTARA CAPITAL LLC
SENTARA CAPITAL
AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SENTARA CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3103398
Firm CRD# 161132
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Samuel Allen offer?
William Samuel Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.
What are William Samuel Allen's credentials?
William Samuel Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Samuel Allen located?
William Samuel Allen is based in MARIETTA, Georgia, working with SENTARA CAPITAL LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does William Samuel Allen charge for services?
William Samuel Allen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTARA CAPITAL LLC?
SENTARA CAPITAL LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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