C.D. Allen Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 131588
- Website
- 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, individual-owned registered investment adviser that serves high-net-worth individuals and families. The firm bills clients on a percentage-of-AUM basis and provides financial planning and portfolio management tailored to individuals and small businesses. The business has ties to accounting and law-firm activities, which suggests advisory work may be coordinated with tax and legal services. The firm is not active on ESG mandates, does not operate as a capital allocator, and is not registered as a multi-state or pension consultant adviser.
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
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