Allen Financial Management, LLC
● SEC registered since 2025CRD 153511SEC# 801-132815Oxford, MI
Reg. AUM
$121.2M
Employees
1
Accounts
536
Location
Oxford, MI
Allen Financial Management, LLC assets under management
Allen Financial Management, LLC is a registered investment adviser overseen by the SEC based in Oxford, MI. The firm has been registered since 2025. It reports $121.2 million in regulatory assets under management and employs 1 people.
Allen Financial Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Sherman Allen Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Allen Financial Management, LLC manage?
Allen Financial Management, LLC reports $121.2 million in regulatory assets under management on its Form ADV.
How many employees does Allen Financial Management, LLC have?
Allen Financial Management, LLC reports 1 employees.
Where is Allen Financial Management, LLC located?
Allen Financial Management, LLC is based in Oxford, MI and has been SEC-registered since 2025.
Does Allen Financial Management, LLC disclose fund performance?
Allen Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 925 N. Lapeer Rd, Suite 159, Oxford, MI 48371 |
| Phone | 248-572-4731 |
| Fax | 866-207-3536 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.2M▲ 6%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$121.2Mregulatory AUM
Discretionary $121.2M