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Robert Anthony Allen

LIFEWORKS ADVISORS, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
4095 PARK EAST CT., GRAND RAPIDS, MI 49546CRD# 7890327Firm CRD# 288255
01

About

Robert Anthony Allen is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with LIFEWORKS 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
LIFEWORKS ADVISORS, LLC
LIFEWORKS ADVISORS, LLC
AUM
$422M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at LIFEWORKS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7890327
Firm CRD# 288255
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Anthony Allen offer?
Robert Anthony Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Robert Anthony Allen's credentials?
Robert Anthony Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Anthony Allen located?
Robert Anthony Allen is based in GRAND RAPIDS, Michigan, working with LIFEWORKS ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Robert Anthony Allen charge for services?
Robert Anthony Allen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEWORKS ADVISORS, LLC?
LIFEWORKS ADVISORS, LLC has approximately 32 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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