Allgen Financial Advisors, Inc.
● SEC registered since 2014CRD 126877SEC# 801-80077Orlando, FL
Reg. AUM
$475.2M
Employees
17
Accounts
2,557
Location
Orlando, FL
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 17 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 17 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$475.2Mregulatory AUM
Discretionary $475.2M