ALLEN FINANCIAL MANAGEMENT, LLC

OXFORD, Michigan·1 registered advisor·CRD# 153511
SEC# 801-71278248-572-4731
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLEN FINANCIAL MANAGEMENT, LLC

1 registered advisor
Kenneth Sherman Allen
OXFORD, Michigan
05

Office Locations

OXFORD, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. ALLEN FINANCIAL MANAGEMENT, LLC (CRD# 153511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.