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Building 2ALLEN CAPITAL GROUP, LLC

Map pinGRAND ISLAND, NE
Phone308-385-1500
NotebookSEC #801-64514
Total AUM
$1.5B
Employees
38
Clients
2,274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3540 PRAIRIEVIEW STREET
SUITE 200
GRAND ISLAND
NE 68803
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
308-385-1500
Other Offices
5

ReceiptFinancials

Total AUM
$1.5B
Accounts
7,162
Discretionary
$1.5B
Accounts
7,160
Non-Discretionary
$5.6M
Accounts
2

ContactClients

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Individual Clients
1,779
AUM
$427.1M
HNW Individual Clients
410
AUM
$985.4M
Pooled Vehicle Clients
2
AUM
$5.6M
Pension/Profit Sharing Plan Clients
4
AUM
$8.6M
Charitable Organization Clients
56
AUM
$56.5M
Corporation or Business Clients
23
AUM
$18.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIAILINKSLAMNMONENVSCSDTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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