# ALLEN FINANCIAL ADVISEMENT, INC.

ALLEN FINANCIAL ADVISEMENT, INC. of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 337542
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337542/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337542/similar
- Related entities: https://search.stillhousedata.com/firm/337542/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337542

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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.