Allgen Financial Advisors, Inc.
● SEC registered since 2014CRD 126877SEC# 801-80077Orlando, FL
Reg. AUM
$475.2M
Employees
18
Accounts
2,557
Location
Orlando, FL
About Allgen Financial Advisors
AllGen connects financial planning and investment management for individuals, families, business owners, pre-retirees, retirees, and legacy-minded clients. Services include comprehensive planning, portfolio management, 401(k) rollovers, and tax-aware strategies aimed at financial freedom across generations.
Summary based on the firm’s website.
Allgen Financial Advisors, Inc. assets under management
Allgen Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2014. It reports $475.2 million in regulatory assets under management and employs 18 people.
Allgen Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Christopher Martin Control | Senior Partner & Chief Investment Officer | 50-75% | 2003 |
| Paul Roldan Control | Chief Executive Officer & Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Allgen Financial Advisors, Inc. manage?
Allgen Financial Advisors, Inc. reports $475.2 million in regulatory assets under management on its Form ADV.
How many employees does Allgen Financial Advisors, Inc. have?
Allgen Financial Advisors, Inc. reports 18 employees.
Where is Allgen Financial Advisors, Inc. located?
Allgen Financial Advisors, Inc. is based in Orlando, FL and has been SEC-registered since 2014.
Does Allgen Financial Advisors, Inc. disclose fund performance?
Allgen Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 W. Lucerne Circle, Suite 200, Orlando, FL 32801 |
| Phone | 407-210-3888 |
| Fax | 407-210-3887 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$475.2M▲ 21%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,369 advisers
EmployeesTop 26%
More than 74% of 16,804 advisers
Assets under management
$475.2Mregulatory AUM
Discretionary $475.2M