G. ALLEN FINANCIAL INC.

Overview

G. Allen Financial Inc. is an independent registered investment adviser serving individual and family clients, with a business model centered on fee-based portfolio management and financial planning. The firm charges on a percentage-of-assets-under-management basis and focuses on personalized wealth management for households and small business owners rather than institutional mandates. Their advisory activity is concentrated on direct portfolio management and holistic planning rather than pension consulting or multi-state institutional work. Custody and execution appear to be handled through a single primary custodian, which shapes the firm's product access and operational workflow. The firm is not positioned as a capital allocator to outside alternative asset platforms, but it does use select third-party alternative managers for private placements where appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices