Allen & Company LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
67
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1042
Registered since
October 14, 1964

Firm profile

FINTRX

Overview

Allen & Company LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is identified as a domestic entity with individual ownership. The snapshot indicates the firm is not positioned as a capital allocator and is not described as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset does not provide detail on advisory activities, fee schedules, client segments, or specific business lines beyond the investment-bank classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kim Wieland

    CFOCRD 2289822

Contacts

3 of 66
  • Herbert, Iii Allen

    PresidentCRD 1532662

  • Peter Diiorio

    General CounselCRD 5309583

  • Salima Vahabzadeh

    Managing DirectorCRD 3093372

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
711 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth