ALLGEN FINANCIAL ADVISORS, INC. (CRD# 126877) is an SEC-Registered Investment Advisor (RIA), headquartered in Orlando, FL. The SEC approved the firm to operate as an RIA in Jul 2014. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $175.0 Million, and has discretion over 97% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ALLGEN FINANCIAL ADVISORS, INC. also reported in Mar 2018:
  • 11 employees, with 10 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALLGEN FINANCIAL ADVISORS, INC. has no disclosure events reported to the SEC at this time.

View ALLGEN FINANCIAL ADVISORS, INC.'s most recent Form ADV filing

ALLGEN FINANCIAL ADVISORS, INC. has Notice Filings with the following State Securities Authorities: AL-Jul 2014, FL-Jul 2014, NJ-Jul 2014, NY-Jul 2014, OH-Jul 2014 , TX-Jul 2014

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