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Stuart Bradley Allen

ALLEN CAPITAL MANAGEMENT, LLC·VANCOUVER, Washington
Unclaimed Profile
701 COLUMBIA ST, STE 104, VANCOUVER, WA 98660CRD# 3014735Firm CRD# 135147
01

About

Stuart Bradley Allen is a registered financial advisor based in VANCOUVER, Washington, affiliated with ALLEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ALLEN CAPITAL MANAGEMENT, LLC
ALLEN CAPITAL MANAGEMENT, LLC
AUM
$179M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ALLEN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3014735
Firm CRD# 135147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stuart Bradley Allen offer?
Stuart Bradley Allen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.
What are Stuart Bradley Allen's credentials?
Stuart Bradley Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart Bradley Allen located?
Stuart Bradley Allen is based in VANCOUVER, Washington, working with ALLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Stuart Bradley Allen charge for services?
Stuart Bradley Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN CAPITAL MANAGEMENT, LLC?
ALLEN CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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