Allen Financial Management
Allen Financial Management is an SEC-registered mass-market adviser in Oxford, MI with $121.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Allen Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153511, SEC 801-132815, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $121.2M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Oxford, MI
- Employees
- 1
- Clients
- 288
- CRD
- 153511
- Ownership
- ALLEN, KENNETH, SHERMAN
How much AUM does Allen Financial Management have?
Allen Financial Management reported $121.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Allen Financial Management?
Disclosed owners and executives of Allen Financial Management include ALLEN, KENNETH, SHERMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.