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 registered investment adviser established in 2014 and operated as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Allgen also operates as an insurance broker and charges clients using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Allgen is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. The firm appears to rely on third-party managers for nontraditional exposures rather than running its own alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1PAUL ROLDAN
CEO & Co-FounderCRD 2682260
Contacts
3 of 11ANA 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 26Active vs passive
$436M in ETFs
89%
$386M
12%
$50.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $90.3M | 269,236 | 20.71% |
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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