ALLGEN FINANCIAL ADVISORS, INC.
CRD #126877 SEC #801-80077 ORLANDO, FL 407-210-3888
SEC Registered
Total AUM
$392.5M
Discretionary
$392.5M
Employees
15
Clients
--
Accounts
2,319
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, JASON, CHRISTOPHER | I | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| ROLDAN, PAUL | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Aug 7, 2025 REGISTERED
Notice Filings (7)
AL FL NC NJ NY OH TX
Address
100 W. LUCERNE CIRCLESUITE 200
ORLANDO, FL 32801
United States
Phone: 407-210-3888