ALLEN WEALTH MANAGEMENT, LLC
Boone, North Carolina
Allen Wealth Management, LLC, headquartered in Boone, NC, is a small investment advisory firm dedicated to helping individuals and employer 401Ks achieve their financial goals. With seven talented employees, three of whom specialize in providing comprehensive investment advisory services, they bring a wealth of knowledge and expertise to their clients. The firm's impressive average of approximately $32,140,000 in assets under management per investment advisor is a testament to their commitment to delivering exceptional results. Their compensation structure is flexible, offering options such as a percentage of assets under managem...
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Assets Under Mgmt

$382.32M

Investment Professionals

3

Locations

0

% 401K & Individual

51%

% Discretionary

74%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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