ALLEN & COMPANY OF FLORIDA, LLC

LAKELAND, FL

863-688-9000

SEC #801-57874

Total AUM

$1.4B

Employees

Clients

2,801

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

1401 SOUTH FLORIDA AVE
LAKELAND
FL 33803
United States

Operating Hours

8:30 AM - 5:00 PM
Monday - Friday

Phone

863-688-9000

Other Offices

Financials

Total AUM

$1.4B

Accounts

3,621

Discretionary

$1.3B

Accounts

3,517

Non-Discretionary

$75M

Accounts

104

Clients

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Individual Clients

1,729

AUM

$343.9M

HNW Individual Clients

997

AUM

$849.2M

Pension/Profit Sharing Plan Clients

AUM

$11.3M

Charitable Organization Clients

AUM

$33.4M

Sovereign Wealth Fund Clients

AUM

$3.2M

Corporation or Business Clients

AUM

$125.3M

Services

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Services Offered

Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

Affiliates

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Affiliates

Reported 5 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.