C.D. Allen Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 131588
- Website
- www.craigdallen.com
- Custodians
- CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
C.D. Allen Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its compensation model is fee-based, charged as a percentage of assets under management. The firm lists accounting and legal activities among its business connections, which may reflect owner background or affiliated professional services. It does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
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
- Non-Exchange Traded Equities70%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Craig Allen
PresidentCRD 2113344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Trinvest Advisors, LLC
RIARKR Capital Group LLC
RIAFrederick H. Cron
RIAPR Squared Wealth Management LLC
RIAAtlanta, GA
Wealth Innovation
RIAStrategic Investments & Insurance
RIABoca Raton, FL