Allstreet Financial, LLC
● SEC registered since 2026CRD 281661SEC# 801-136032Erie, PA
Reg. AUM
$149.7M
Employees
3
Accounts
212
Location
Erie, PA
Allstreet Financial, LLC assets under management
Allstreet Financial, LLC is an investment advisory firm registered with the SEC based in Erie, PA. The firm has been registered since 2026. It reports $149.7 million in regulatory assets under management and employs 3 people.
Allstreet Financial, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Cullen Control | President | Under 5% | 2015 |
| Evident Holding Company, LLC Control | Member | Over 75% | 2016 |
| Richard Makowski Control | Ceo, Cco | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Allstreet Financial, LLC manage?
Allstreet Financial, LLC reports $149.7 million in regulatory assets under management on its Form ADV.
How many employees does Allstreet Financial, LLC have?
Allstreet Financial, LLC reports 3 employees.
Where is Allstreet Financial, LLC located?
Allstreet Financial, LLC is based in Erie, PA and has been SEC-registered since 2026.
Does Allstreet Financial, LLC disclose fund performance?
Allstreet Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 French Street, Erie, PA 16507 |
| Phone | (814) 425-5182 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$149.7Mregulatory AUM
Discretionary $149.7M