Allgen Financial Advisors, Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 126877
- Registered since
- July 15, 2014
- Website
- www.allgenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.77%
- Individuals39.06%
- Corporations / Businesses4.65%
- Charitable Organizations1.51%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Allgen Financial Advisors, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Advisory services listed in filings cover comprehensive financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker. Allgen is not positioned as a pension consultant or capital allocator, and filings indicate it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Public Funds/Mutual Funds3%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Paul Roldan
CEO & Co-FounderCRD 2682260
Contacts
3 of 12
Ana Fernandez
Financial AdvisorCRD 3190191
Robert Cortes
Financial AdvisorCRD 5633547
Karen Vergara
Financial AdvisorCRD 6973361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$477M in ETFs
82%
$389M
16%
$87.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $95.8M | 258,950 | 20.08% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 100 W Lucerne Cir
- Time zone
- ET (UTC-5)
- Office locations
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