ALLWORTH FINANCIAL, L.P.

FOLSOM, California·11 registered advisors·CRD# 111167
SEC# 801-6825535916-482-2196
01

Firm Overview

AUM
$19.3B
Regulatory assets under management
Employees
392
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALLWORTH FINANCIAL, L.P.

11 registered advisors
Andrew Roy Stout
FOLSOM, California
Barry Yale Greenberg
FOLSOM, California
Christopher Michael Oddy
FOLSOM, California
Corey C Gamble
FOLSOM, California
Daniel Roth Levene
SACRAMENTO, California
David William Schauer
SACRAMENTO, California
John Bradley Bunch
FOLSOM, California
Julia Carol Frise
FOLSOM, California
Katrina Larisa Peck
SACRAMENTO, California
Patrick Carl Mcclain
FOLSOM, California
Peter John Engelken
FOLSOM, California
05

Office Locations

FOLSOM, California
8 advisors
SACRAMENTO, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ALLWORTH FINANCIAL, L.P. (CRD# 111167) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.