ALLEN WEALTH MANAGEMENT, LLC of BOONE, NC is an SEC-registered investment adviser (CRD 133038). Regulatory assets under management: $664.3M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jonathan Chesley Allen | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Joseph Byron Hill | CHIEF OPERATIONS OFFICER | — |
| ALLEN JONATHAN CHESLEY | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ALLEN JUDD FOSTA | MEMBER | — |