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Allgen Financial Advisors, Inc.

● SEC registered since 2014CRD 126877SEC# 801-80077Orlando, FL
Export (members)
Reg. AUM
$392.5M
Employees
15
Accounts
2,319
Location
Orlando, FL

Allgen Financial Advisors, Inc. assets under management

Allgen Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2014. It reports $392.5 million in regulatory assets under management and employs 15 people.
www.allgenfinancial.comView on SEC.gov ↗

Allgen Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason Christopher Martin ControlSenior Partner & Chief Investment Officer50-75%2003
Paul Roldan ControlChief Executive Officer & Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Allgen Financial Advisors, Inc. manage?

Allgen Financial Advisors, Inc. reports $392.5 million in regulatory assets under management on its Form ADV.

How many employees does Allgen Financial Advisors, Inc. have?

Allgen Financial Advisors, Inc. reports 15 employees.

Where is Allgen Financial Advisors, Inc. located?

Allgen Financial Advisors, Inc. is based in Orlando, FL and has been SEC-registered since 2014.

Does Allgen Financial Advisors, Inc. disclose fund performance?

Allgen Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
Phone407-210-3888
Fax407-210-3887
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$392.5M
Non-discretionary$0
Total (RAUM)$392.5M