Allen & Company LLC

Broker-DealerFINRA MemberEst. 1964
Total AUM
Advisory reps
65
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 FINTRX as an investment bank. The record shows an SEC registration dating to 1964 and lists the owner type as a domestic entity and individual. The firm is not characterized in FINTRX as a capital allocator or as an active ESG investor, and it is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. FINTRX provides no detail on the firm's business activities, advisory services, fee schedule, or client demographics.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kim Wieland

    CFOCRD 2289822

Contacts

3 of 64
  • Herbert, Iii Allen

    PresidentCRD 1532662

  • Peter Diiorio

    General CounselCRD 5309583

  • Salima Vahabzadeh

    Managing DirectorCRD 3093372

Unlock 61 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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