ALLEN & COMPANY LLC

Broker-DealerFINRA MemberEst. 1964
Total AUM
Advisory reps
66
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1042
Registered since
October 14, 1964

Firm profile

FINTRX

Overview

Allen & Company LLC is organized as a limited liability company and is classified in industry records as an investment bank. The firm has been SEC-registered since 1964 and is listed as owned by domestic entity and individual interests. It is not documented as acting in the capacity of a capital allocator or as a multi-state registered investment adviser. Available records show no reported advisory or pension-consulting activities and no designation as a related adviser. The firm is not identified as an active ESG investor. Publicly available activity fields that would normally describe fee arrangements, client types, or investment allocations are not provided in the supplied dataset.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KIM WIELAND

    CFOCRD 2289822

Contacts

3 of 65
  • Dean Bigler

    Investment Banking AnalystCRD 8126994

  • MICHAEL MELNITZKY

    Managing DirectorCRD 5562247

  • Rocco Brignone

    Corporate Finance AnalystCRD 7813996

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
711 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth