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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $392.5M | $392.5M | $0 | 15 | 0 |
| Mar 2025 | $392.5M | $392.5M | $0 | 15 | 0 |
| Mar 2024 | $352.4M | $352.4M | $0 | 17 | 73 |
| Mar 2023 | $309.5M | $309.5M | $0 | 16 | 73 |
| Sep 2022 | $321.5M | $321.5M | $0 | 17 | 25 |
| Aug 2022 | $321.5M | $321.5M | $0 | 17 | 25 |
| Mar 2022 | $321.5M | $321.5M | $0 | 17 | 25 |
| Mar 2021 | $263.6M | $263.6M | $0 | 16 | 15 |
| Sep 2020 | $235.3M | $235.3M | $0 | 14 | 15 |
| Aug 2020 | $235.3M | $235.3M | $0 | 14 | 15 |
| Jun 2020 | $235.3M | $235.3M | $0 | 14 | 15 |
| Feb 2020 | $235.3M | $235.3M | $0 | 14 | 15 |
| Feb 2020 | $188M | $185M | $3M | 12 | 20 |
| Mar 2019 | $188M | $185M | $3M | 12 | 20 |
| Mar 2018 | $175M | $170M | $5M | 11 | 20 |
| Jul 2017 | $132.4M | $132.3M | $164.3K | 11 | 700 |
| Mar 2017 | $132.4M | $132.3M | $164.3K | 11 | 700 |
| Sep 2016 | $120.5M | $120M | $500K | 11 | 700 |
| Mar 2016 | $120.5M | $120M | $500K | 11 | 700 |
| Mar 2015 | $115.5M | $115M | $500K | 11 | 600 |
| Jul 2014 | $114.3M | $114.3M | $0 | 11 | 500 |
DateAug 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$352.4M
Discretionary$352.4M
Non-Disc.$0
Employees17
Clients73
DateMar 2023
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees16
Clients73
DateSep 2022
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees17
Clients25
DateAug 2022
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees17
Clients25
DateMar 2022
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees17
Clients25
DateMar 2021
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients15
DateSep 2020
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees14
Clients15
DateAug 2020
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees14
Clients15
DateJun 2020
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees14
Clients15
DateFeb 2020
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees14
Clients15
DateFeb 2020
Total AUM$188M
Discretionary$185M
Non-Disc.$3M
Employees12
Clients20
DateMar 2019
Total AUM$188M
Discretionary$185M
Non-Disc.$3M
Employees12
Clients20
DateMar 2018
Total AUM$175M
Discretionary$170M
Non-Disc.$5M
Employees11
Clients20
DateJul 2017
Total AUM$132.4M
Discretionary$132.3M
Non-Disc.$164.3K
Employees11
Clients700
DateMar 2017
Total AUM$132.4M
Discretionary$132.3M
Non-Disc.$164.3K
Employees11
Clients700
DateSep 2016
Total AUM$120.5M
Discretionary$120M
Non-Disc.$500K
Employees11
Clients700
DateMar 2016
Total AUM$120.5M
Discretionary$120M
Non-Disc.$500K
Employees11
Clients700
DateMar 2015
Total AUM$115.5M
Discretionary$115M
Non-Disc.$500K
Employees11
Clients600
DateJul 2014
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees11
Clients500