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Allworth Financial, L.P.

● SEC registered since 2007CRD 111167SEC# 801-68255Folsom, CA
Export (members)
Reg. AUM
$25.1B
Employees
466
Accounts
64,930
Location
Folsom, CA

Allworth Financial, L.P. assets under management

Allworth Financial, L.P. is a registered investment adviser overseen by the SEC based in Folsom, CA. The firm has been registered since 2007. It reports $25.1 billion in regulatory assets under management and employs 466 people.
www.sheaffbrock.comView on SEC.gov ↗

Allworth Financial, L.P. owners & executives

13 reported
NameTitleOwnershipSince
Allworth Financial Group, L.P. ControlPartnerOver 75%2017
Andrew Roy Stout ControlChief Investment OfficerUnder 5%2019
Barry Yale Greenberg ControlChief Legal OfficerUnder 5%2021
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Frequently asked questions

How much does Allworth Financial, L.P. manage?

Allworth Financial, L.P. reports $25.1 billion in regulatory assets under management on its Form ADV.

How many employees does Allworth Financial, L.P. have?

Allworth Financial, L.P. reports 466 employees.

Where is Allworth Financial, L.P. located?

Allworth Financial, L.P. is based in Folsom, CA and has been SEC-registered since 2007.

Does Allworth Financial, L.P. disclose fund performance?

Allworth Financial, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address340 Palladio Pkwy., Suite 501, Folsom, CA 95630
Phone916-482-2196
Fax916-483-9661
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$24.83B
Non-discretionary$265.9M
Total (RAUM)$25.1B