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ALLEN WEALTH MANAGEMENT, LLC

Tel: 828-268-9693
980 Highway 105
Boone, North Carolina  28607

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ALLEN WEALTH MANAGEMENT, LLC

ALLEN WEALTH MANAGEMENT, LLC is a Boone, North Carolina based financial advisory firm with nearly $553,948,253 in assets under management and provides investment advisory services for 2589 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

133038

SEC#:

801-64431

No. of Clients:

2589

Assets under Management

$553,948,253

No. of Advisors:

7

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