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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $114.6M | $114.6M | $0 | 1 | 0 |
| Mar 2012 | $50M | $50M | $0 | 1 | 300 |
| Jan 2012 | $50M | $50M | $0 | 1 | 300 |
| Apr 2011 | $51.9M | $51.9M | $0 | 5 | -- |
| Apr 2011 | $51.9M | $51.9M | $0 | 5 | -- |
| Mar 2011 | $51.9M | $51.9M | $0 | 5 | -- |
| May 2010 | $50M | $50M | $0 | 5 | -- |
DateApr 2025
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--