Allen & Company LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 1042
- Registered since
- October 14, 1964
Firm profile
FINTRXOverview
Allen & Company LLC is organized as a limited liability company and is recorded as an SEC-registered entity since 1964. The firm is classified in the dataset as an investment bank and is listed with an ownership structure described as a combination of a domestic entity and an individual. The record provides very little detail on business lines: fee arrangements, advisory activities, and client segments are not populated in the available data. The dataset flags several operational attributes: Allen & Company LLC is not identified as a capital allocator, is not marked as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. Those flags, together with the lack of disclosed advisory or fee information, indicate the firm’s public-facing profile in this source centers on investment-banking classification rather than registered asset-management activity.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kim Wieland
CFOCRD 2289822
Contacts
3 of 66Herbert, Iii Allen
PresidentCRD 1532662
Peter Diiorio
General CounselCRD 5309583
Salima Vahabzadeh
Managing DirectorCRD 3093372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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