ALLEN & COMPANY OF FLORIDA, LLC

LAKELAND, Florida·13 registered advisors·CRD# 25
SEC# 801-578742863-688-9000
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
65
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALLEN & COMPANY OF FLORIDA, LLC

13 registered advisors
Arthur David Osman
LAKELAND, Florida
Carol Manning Zitzelberger
LAKELAND, Florida
Cheryl Sue Kilgore
LAKELAND, Florida
Clare Mccarren Kiesel
LAKELAND, Florida
Joseph Gary Spooner
LAKELAND, Florida
Keith Edward Albritton
LAKELAND, Florida
CFP
Laura J Hawley
LAKELAND, Florida
Michael Henry Wright
LAKELAND, Florida
CFP
Michael Neill Walker
LAKELAND, Florida
Ralph Carter Allen
LAKELAND, Florida
Scott Edward Mchugh
LAKELAND, Florida
William Edwin Iii Rumph
LAKELAND, Florida
William Sassano
LAKELAND, Florida
05

Office Locations

LAKELAND, Florida
13 advisors

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Data sourced from SEC Form ADV filings. ALLEN & COMPANY OF FLORIDA, LLC (CRD# 25) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.