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Allen Financial Management, LLC

● SEC registered since 2025CRD 153511SEC# 801-132815Oxford, MI
Export (members)
Reg. AUM
$114.6M
Employees
1
Accounts
433
Location
Oxford, MI

Allen Financial Management, LLC assets under management

Allen Financial Management, LLC is a registered investment adviser overseen by the SEC based in Oxford, MI. The firm has been registered since 2025. It reports $114.6 million in regulatory assets under management and employs 1 people.
www.afmwealth.comView on SEC.gov ↗

Allen Financial Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kenneth Sherman Allen ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Allen Financial Management, LLC manage?

Allen Financial Management, LLC reports $114.6 million in regulatory assets under management on its Form ADV.

How many employees does Allen Financial Management, LLC have?

Allen Financial Management, LLC reports 1 employees.

Where is Allen Financial Management, LLC located?

Allen Financial Management, LLC is based in Oxford, MI and has been SEC-registered since 2025.

Does Allen Financial Management, LLC disclose fund performance?

Allen Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address925 N. Lapeer Rd, Suite 159, Oxford, MI 48371
Phone248-572-4731
Fax866-207-3536
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.6M
Non-discretionary$0
Total (RAUM)$114.6M