Allgen Financial Advisors, Inc.
Allgen Financial Advisors, Inc. is an SEC-registered mass-market adviser in Orlando, FL with $475.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Allgen Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126877, SEC 801-80077, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $475.2M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 17
- Clients
- 1,097
- CRD
- 126877
- Ownership
- MARTIN, JASON, CHRISTOPHER; ROLDAN, PAUL
How much AUM does Allgen Financial Advisors, Inc. have?
Allgen Financial Advisors, Inc. reported $475.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Allgen Financial Advisors, Inc.?
Disclosed owners and executives of Allgen Financial Advisors, Inc. include MARTIN, JASON, CHRISTOPHER, ROLDAN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.