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Building 2ALLEN FINANCIAL MANAGEMENT

Map pinOXFORD, MI
Phone248-572-4731
NotebookSEC #801-132815
Total AUM
$121.2M
Employees
1
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
925 N. LAPEER RD
SUITE 159
OXFORD
MI 48371
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
248-572-4731

ReceiptFinancials

Total AUM
$121.2M
Accounts
536
Discretionary
$121.2M
Accounts
536
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
250
AUM
$44.4M
HNW Individual Clients
38
AUM
$76.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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