Allied Capital Group, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 286439
- Website
- www.alliedcapitalgroup.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Allied Capital Group, LLC is structured as an independent RIA organized as an LLC and owned by an individual. The firm’s advisory activity centers on portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM fee basis. It is state-registered in Florida and reports that it is not an active ESG investor and does not operate as a multi-state adviser or a pension consultant. The firm also lists a real estate broker affiliation, which appears consistent with its alternative-investment activity.
Assets & Accounts
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
Contacts
1 of 1
Jonathan Lakso
Broker / OwnerCRD 3148967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 2550 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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