RIA Intelligence

ALLEN CAPITAL MANAGEMENT, LLC

CRD #135147 SEC #801-67018 VANCOUVER, WA 503-292-1041
SEC Registered
Total AUM
$192.4M
Discretionary
$192.4M
Employees
9
Clients
0
Accounts
218

AUM Over Time

DateMar 2025
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees5
Clients26
DateJul 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees10
Clients--