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Paul Steven Allen

AGH WEALTH ADVISORS, LLC·WICHITA, Kansas
Unclaimed Profile
301 N. MAIN STREET, WICHITA, KS 67202CRD# 4478080Firm CRD# 146796
01

About

Paul Steven Allen is a registered financial advisor based in WICHITA, Kansas, affiliated with AGH WEALTH ADVISORS, 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
03

Firm Overview

Firm
AGH WEALTH ADVISORS, LLC
AGH WEALTH ADVISORS, LLC
AUM
$197M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AGH WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY ADVISER REFERRAL FEES
Regulatory
SEC/IARD CRD# 4478080
Firm CRD# 146796
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Steven Allen offer?
Paul Steven Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Paul Steven Allen's credentials?
Paul Steven Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Steven Allen located?
Paul Steven Allen is based in WICHITA, Kansas, working with AGH WEALTH ADVISORS, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Paul Steven Allen charge for services?
Paul Steven Allen's firm is compensated through percentage of aum, hourly charges, other: third party adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGH WEALTH ADVISORS, LLC?
AGH WEALTH ADVISORS, LLC has approximately 6 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Susan Louise Pool — IMA WEALTH, INC.John Carter Shawver — TENZIO PARTNERS, LLCDaniel Joseph Mihelic — TENZIO PARTNERS, LLCBlake Prentiss Allen — PINION INVESTMENT ADVISORS, LLCChristine Mies — TRUENORTH, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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