ALLEN FINANCIAL MANAGEMENT, LLC of OXFORD, MI is an SEC-registered investment adviser (CRD 153511). Regulatory assets under management: $121.2M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Kenneth Sherman Allen | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ALLEN KENNETH SHERMAN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |