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Building 2ALLEN FINANCIAL MANAGEMENT, LLC

Map pinOXFORD, MI
Phone248-572-4731
NotebookSEC #801-71278
Total AUM
$50M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 S LAPEER RD
SUITE 200
OXFORD
MI 48371
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
248-572-4731

ReceiptFinancials

Total AUM
$50M
Accounts
600
Discretionary
$50M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

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

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