ALLEN FINANCIAL MANAGEMENT, LLC
Legal name: ALLEN FINANCIAL MANAGEMENT
CRD #153511 SEC #801-132815 OXFORD, MI 248-572-4731
SEC Registered
Total AUM
$114.6M
Discretionary
$114.6M
Employees
1
Clients
--
Accounts
433
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 18, 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 |
|---|---|---|---|---|
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER | E | Control |
| ALLEN, KENNETH, SHERMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 18, 2025 REGISTERED
Notice Filings (3)
LA MI TX
Address
925 N. LAPEER RDSUITE 159
OXFORD, MI 48371
United States
Phone: 248-572-4731