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ALLEN FINANCIAL ADVISOR INC
BOSTON, MA
617-720-4445
SEC #801-37319Total AUM
$1.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE LONGFELLOW PLACE
SUITE 3708
BOSTON
MA 02114
USA
SUITE 3708
BOSTON
MA 02114
USA
Operating Hours
0900 TO 1700
Monday - Friday
Monday - Friday
Phone
617-720-4445
Financials
Total AUM
$1.3M
Accounts
1Discretionary
$1.3M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.