ALLIED PRIVATE WEALTH

BOCA RATON, Florida·1 registered advisor·CRD# 328952
SEC# 801-12908909545769192
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ALLIED PRIVATE WEALTH

1 registered advisor
Alex Lee
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ALLIED PRIVATE WEALTH (CRD# 328952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.