ALLEN FINANCIAL ADVISEMENT, INC.

ALLEN FINANCIAL ADVISEMENT, INC. of LA JOLLA, CA is an SEC-registered investment adviser (CRD 337542). Regulatory assets under management: $6.7M.

Registration

• CRD: 337542
• Type: Registered investment adviser
• Location: 4275 EXECUTIVE SQUARE,, LA JOLLA, CA, 92037
• Phone: 858-964-2309
• Latest filing: 2026-04-09
• Regulatory AUM: $6.7M
• Discretionary AUM: $6.7M
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337542 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search