Investment adviser · CRD 25
ALLEN & COMPANY OF FLORIDA, LLC
Investment adviser filing (IA)
LAKELAND, FL, United States · Form ADV filed Apr 30, 2021
- Regulatory AUM
- $1.37B Form ADV · Item 5.F
- Client accounts
- 3,621 Accounts, not individual clients
- Employees
- 65 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 997 | $849,156,405 | 62.2% |
| Individuals | 1,729 | $343,857,396 | 25.2% |
| Corporations & businesses | 48 | $125,321,204 | 9.2% |
| Charities | 12 | $33,382,848 | 2.4% |
| Retirement plans | 14 | $11,280,259 | 0.8% |
| Sovereign wealth & foreign institutions | 1 | $3,199,683 | 0.2% |
Filing source
Form ADV 1537687 · Apr 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
1401 SOUTH FLORIDA AVELAKELAND, FL, 33803, United States
CRD 25
Filing source
Form ADV 1537687 · Apr 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.