# ALLGEN FINANCIAL ADVISORS, INC.

ALLGEN FINANCIAL ADVISORS, INC. of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 126877
- Type: SEC-registered investment adviser
- SEC file number: 801-80077
- Location: 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801
- Phone: 407-210-3888
- Latest filing: 2026-07-24
- Regulatory AUM: $475.2M
- Discretionary AUM: $475.2M
- Clients: 18
- Accounts: 2,557

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Christopher Martin | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | — |
| Paul Roldan | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MARTIN CHRISTOPHER | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | — |
| ROLDAN PAUL | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126877/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126877/similar
- Related entities: https://search.stillhousedata.com/firm/126877/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126877

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.