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Building 2ALLGEN FINANCIAL ADVISORS, INC.

Map pinORLANDO, FL
Phone407-210-3888
NotebookSEC #801-80077
Total AUM
$475.2M
Employees
17
Clients
1,098

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. LUCERNE CIRCLE
SUITE 200
ORLANDO
FL 32801
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
407-210-3888

ReceiptFinancials

Total AUM
$475.2M
Accounts
2,557
Discretionary
$475.2M
Accounts
2,557
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
963
AUM
$185.6M
HNW Individual Clients
99
AUM
$260.3M
Charitable Organization Clients
1
AUM
$7.2M
Corporation or Business Clients
35
AUM
$22.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLNCNJNYOHTX

HandshakeAffiliates

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

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