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Building 2ALLEN CAPITAL MANAGEMENT, LLC

Map pinVANCOUVER, WA
Phone503-292-1041
NotebookSEC #801-67018
Total AUM
$200M
Employees
9
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 COLUMBIA ST, STE 104
VANCOUVER
WA 98660
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
503-292-1041
Other Offices
1

ReceiptFinancials

Total AUM
$200M
Accounts
218
Discretionary
$200M
Accounts
218
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$33.9M
HNW Individual Clients
49
AUM
$166.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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