Allgen Financial Advisors, Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 126877
- Registered since
- July 15, 2014
- Website
- www.allgenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.77%
- Individuals39.06%
- Corporations / Businesses4.65%
- Charitable Organizations1.51%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Allgen Financial Advisors, Inc. is an independent, owner-managed registered investment adviser that provides fee-based financial planning and portfolio management alongside insurance brokerage services. Founded as an SEC-registered adviser in 2014, the firm serves both individual and family clients as well as institutional relationships. Advisory engagements are billed via asset-based fees as well as hourly and fixed-fee arrangements. Service offerings include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not operate as a capital allocator or run proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Public Funds/Mutual Funds3%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Paul Roldan
CEO & Co-FounderCRD 2682260
Contacts
3 of 12
Ana Fernandez
Financial AdvisorCRD 3190191
Robert Cortes
Financial AdvisorCRD 5633547
Karen Vergara
Financial AdvisorCRD 6973361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$477M in ETFs
82%
$389M
16%
$87.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $95.8M | 258,950 | 20.08% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 100 W Lucerne Cir
- Time zone
- ET (UTC-5)
- Office locations
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