ALLEN & COMPANY OF FLORIDA, LLC
CRD #25 SEC #801-57874 LAKELAND, FL 863-688-9000
SEC Registered
Total AUM
$1B
Discretionary
$928M
Employees
67
Clients
101
Accounts
2,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $1.4B | $1.3B | $75M | 65 | 422 |
| Mar 2021 | $1.4B | $1.3B | $75M | 65 | 422 |
| Mar 2021 | $1B | $928M | $116.9M | 67 | 2,138 |
| Sep 2020 | $1B | $928M | $116.9M | 67 | 2,138 |
| Jun 2020 | $1B | $928M | $116.9M | 67 | 2,138 |
| Apr 2020 | $1B | $928M | $116.9M | 67 | 2,138 |
| Mar 2020 | $1B | $928M | $116.9M | 67 | 2,138 |
| Jan 2020 | $987.9M | $3.2M | $984.7M | 65 | 2,585 |
| Nov 2019 | $987.9M | $3.2M | $984.7M | 65 | 2,585 |
| Nov 2019 | $987.9M | $3.2M | $984.7M | 65 | 2,585 |
| Oct 2019 | $987.9M | $3.2M | $984.7M | 65 | 2,585 |
| Oct 2019 | $987.9M | $984.7M | $3.2M | 65 | 2,585 |
| Oct 2019 | $987.9M | $984.7M | $3.2M | 65 | 2,585 |
| Sep 2019 | $987.9M | $984.7M | $3.2M | 65 | 2,585 |
| Mar 2019 | $987.9M | $984.7M | $3.2M | 65 | 2,585 |
| Oct 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Aug 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Jun 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| May 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| May 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Apr 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Apr 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Mar 2018 | $1B | $406.4K | $1B | 70 | 2,350 |
| Aug 2017 | $714.7M | $0 | $714.7M | 72 | 2,100 |
| Jul 2017 | $714.7M | $0 | $714.7M | 72 | 2,100 |
| Jan 2017 | $714.7M | $0 | $714.7M | 72 | 2,100 |
| Jan 2017 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Nov 2016 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Sep 2016 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Apr 2016 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Mar 2016 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Mar 2016 | $631.6M | $0 | $631.6M | 70 | 2,000 |
| Dec 2015 | $625.3M | $0 | $625.3M | 68 | 2,000 |
| Sep 2015 | $625.3M | $0 | $625.3M | 68 | 2,000 |
| Jul 2015 | $625.3M | $0 | $625.3M | 68 | 2,000 |
| Jul 2015 | $625.3M | $0 | $625.3M | 68 | 2,000 |
| Feb 2015 | $625.3M | $0 | $625.3M | 68 | 2,000 |
| Jul 2014 | $568.7M | $0 | $568.7M | 65 | 1,900 |
| Jul 2014 | $568.7M | $0 | $568.7M | 65 | 1,900 |
| Feb 2014 | $568.7M | $0 | $568.7M | 65 | 1,900 |
| Nov 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Sep 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Aug 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Aug 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Apr 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Mar 2013 | $497.1M | $0 | $497.1M | 61 | 1,700 |
| Jan 2013 | $1.8B | $0 | $1.8B | 59 | 1,700 |
| Dec 2012 | $1.8B | $0 | $1.8B | 59 | 1,700 |
| Oct 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Oct 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Jun 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| May 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Apr 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Mar 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Mar 2012 | $1.8B | $0 | $1.8B | 51 | 1,700 |
| Aug 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Jul 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| May 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Apr 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Apr 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Apr 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Mar 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Mar 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Mar 2011 | $1.6B | $0 | $1.6B | 51 | -- |
| Jan 2011 | $301.1M | $2.5M | $298.6M | 51 | -- |
| Aug 2010 | $301.1M | $2.5M | $298.6M | 51 | -- |
| Aug 2010 | $301.1M | $2.5M | $298.6M | 51 | -- |
| Jun 2010 | $301.1M | $2.5M | $298.6M | 51 | -- |
| Apr 2010 | $301.1M | $2.5M | $298.6M | 51 | -- |
| Sep 2009 | $235M | $0 | $235M | 51 | -- |
| Mar 2009 | $235M | $0 | $235M | 51 | -- |
| Jan 2008 | $280M | $0 | $280M | 51 | -- |
| Mar 2007 | $213.9M | $0 | $213.9M | -- | -- |
| Jan 2007 | $213.9M | $0 | $213.9M | -- | -- |
| Jan 2006 | $147.6M | $0 | $147.6M | -- | -- |
| Sep 2005 | $80.8M | $0 | $80.8M | -- | -- |
| Jan 2005 | $80.8M | $0 | $80.8M | -- | -- |
| Apr 2004 | $56.6M | $0 | $56.6M | -- | -- |
| Apr 2002 | $39M | $0 | $39M | -- | -- |
| Oct 2001 | $39M | $0 | $39M | -- | -- |
| Jul 2001 | $39M | $0 | $39M | -- | -- |
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75M
Employees65
Clients422
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75M
Employees65
Clients422
DateMar 2021
Total AUM$1B
Discretionary$928M
Non-Disc.$116.9M
Employees67
Clients2,138
DateSep 2020
Total AUM$1B
Discretionary$928M
Non-Disc.$116.9M
Employees67
Clients2,138
DateJun 2020
Total AUM$1B
Discretionary$928M
Non-Disc.$116.9M
Employees67
Clients2,138
DateApr 2020
Total AUM$1B
Discretionary$928M
Non-Disc.$116.9M
Employees67
Clients2,138
DateMar 2020
Total AUM$1B
Discretionary$928M
Non-Disc.$116.9M
Employees67
Clients2,138
DateJan 2020
Total AUM$987.9M
Discretionary$3.2M
Non-Disc.$984.7M
Employees65
Clients2,585
DateNov 2019
Total AUM$987.9M
Discretionary$3.2M
Non-Disc.$984.7M
Employees65
Clients2,585
DateNov 2019
Total AUM$987.9M
Discretionary$3.2M
Non-Disc.$984.7M
Employees65
Clients2,585
DateOct 2019
Total AUM$987.9M
Discretionary$3.2M
Non-Disc.$984.7M
Employees65
Clients2,585
DateOct 2019
Total AUM$987.9M
Discretionary$984.7M
Non-Disc.$3.2M
Employees65
Clients2,585
DateOct 2019
Total AUM$987.9M
Discretionary$984.7M
Non-Disc.$3.2M
Employees65
Clients2,585
DateSep 2019
Total AUM$987.9M
Discretionary$984.7M
Non-Disc.$3.2M
Employees65
Clients2,585
DateMar 2019
Total AUM$987.9M
Discretionary$984.7M
Non-Disc.$3.2M
Employees65
Clients2,585
DateOct 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateAug 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateJun 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateMay 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateMay 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateApr 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateApr 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateMar 2018
Total AUM$1B
Discretionary$406.4K
Non-Disc.$1B
Employees70
Clients2,350
DateAug 2017
Total AUM$714.7M
Discretionary$0
Non-Disc.$714.7M
Employees72
Clients2,100
DateJul 2017
Total AUM$714.7M
Discretionary$0
Non-Disc.$714.7M
Employees72
Clients2,100
DateJan 2017
Total AUM$714.7M
Discretionary$0
Non-Disc.$714.7M
Employees72
Clients2,100
DateJan 2017
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateNov 2016
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateSep 2016
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateApr 2016
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateMar 2016
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateMar 2016
Total AUM$631.6M
Discretionary$0
Non-Disc.$631.6M
Employees70
Clients2,000
DateDec 2015
Total AUM$625.3M
Discretionary$0
Non-Disc.$625.3M
Employees68
Clients2,000
DateSep 2015
Total AUM$625.3M
Discretionary$0
Non-Disc.$625.3M
Employees68
Clients2,000
DateJul 2015
Total AUM$625.3M
Discretionary$0
Non-Disc.$625.3M
Employees68
Clients2,000
DateJul 2015
Total AUM$625.3M
Discretionary$0
Non-Disc.$625.3M
Employees68
Clients2,000
DateFeb 2015
Total AUM$625.3M
Discretionary$0
Non-Disc.$625.3M
Employees68
Clients2,000
DateJul 2014
Total AUM$568.7M
Discretionary$0
Non-Disc.$568.7M
Employees65
Clients1,900
DateJul 2014
Total AUM$568.7M
Discretionary$0
Non-Disc.$568.7M
Employees65
Clients1,900
DateFeb 2014
Total AUM$568.7M
Discretionary$0
Non-Disc.$568.7M
Employees65
Clients1,900
DateNov 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateSep 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateAug 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateAug 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateApr 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateMar 2013
Total AUM$497.1M
Discretionary$0
Non-Disc.$497.1M
Employees61
Clients1,700
DateJan 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees59
Clients1,700
DateDec 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees59
Clients1,700
DateOct 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateOct 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateJun 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateMay 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateApr 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateMar 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateMar 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees51
Clients1,700
DateAug 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateJul 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateMay 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateApr 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees51
Clients--
DateJan 2011
Total AUM$301.1M
Discretionary$2.5M
Non-Disc.$298.6M
Employees51
Clients--
DateAug 2010
Total AUM$301.1M
Discretionary$2.5M
Non-Disc.$298.6M
Employees51
Clients--
DateAug 2010
Total AUM$301.1M
Discretionary$2.5M
Non-Disc.$298.6M
Employees51
Clients--
DateJun 2010
Total AUM$301.1M
Discretionary$2.5M
Non-Disc.$298.6M
Employees51
Clients--
DateApr 2010
Total AUM$301.1M
Discretionary$2.5M
Non-Disc.$298.6M
Employees51
Clients--
DateSep 2009
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees51
Clients--
DateMar 2009
Total AUM$235M
Discretionary$0
Non-Disc.$235M
Employees51
Clients--
DateJan 2008
Total AUM$280M
Discretionary$0
Non-Disc.$280M
Employees51
Clients--
DateMar 2007
Total AUM$213.9M
Discretionary$0
Non-Disc.$213.9M
Employees--
Clients--
DateJan 2007
Total AUM$213.9M
Discretionary$0
Non-Disc.$213.9M
Employees--
Clients--
DateJan 2006
Total AUM$147.6M
Discretionary$0
Non-Disc.$147.6M
Employees--
Clients--
DateSep 2005
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees--
Clients--
DateJan 2005
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees--
Clients--
DateApr 2004
Total AUM$56.6M
Discretionary$0
Non-Disc.$56.6M
Employees--
Clients--
DateApr 2002
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees--
Clients--
DateOct 2001
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees--
Clients--
DateJul 2001
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees--
Clients--