ALLEN FINANCIAL ADVISEMENT, INC.

Overview

Allen Financial Advisement, Inc. is a small, equity‑focused advisory firm that serves individual and family clients. The firm’s advisory services center on discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational workshops. Fee arrangements include both percentage‑of‑AUM and fixed fees, which aligns with a blended advisory model for clients with modest account sizes. Investment activity is concentrated in exchange‑traded equities held in separately managed account structures, indicating a preference for liquid, tradable instruments that support tactical rebalancing and tax‑aware trading at the account level. The firm also offers pension consulting services and works with insurance companies as an industry affiliate, which suggests access to insurance‑based solutions when appropriate. Allen Financial Advisement, Inc. does not present itself as an active ESG investor.

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Public Holdings

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Location & Offices