Allgen Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 10, 2026, reports $475M in regulatory assets under management, 17 employees, and 2,557 accounts.
Assets Under Management
$475M
Employees
17
Offices
--
Total Clients
1,097
Primary office
ORLANDO, FL
100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.8% of total clients.
Top client categories% of clientsClients
1
Individuals
87.8%
963
2
HNWI
9.0%
99
3
Corporations
3.2%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$475Mas of March 10, 2026
Discretionary100.0%
$475M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$475M
Total Accounts2,557
10Y AUM Change+$343M (+258.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee65:1
10Y Employee Change+6 (+54.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.