RIA Intel›Advisers›Florida›ALLEN & COMPANY OF FLORIDA, LLC

ALLEN & COMPANY OF FLORIDA, LLC

Advisory

N·LAKELAND, FL

Data as of Apr 30, 2021 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+30.8%

3-Year CAGR

+10.9%

Employees

32

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.3B

Non-Discretionary AUM$75M

Discretionary %94.5%

Total Clients—

Team

Total Employees32

Investment Advisers65

Employee Growth (1Y)—

Filing History

Total Filings on Record105

First FilingApr 27, 2001

Latest FilingApr 30, 2021

🔒 Full AUM trend chart and 105 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLEN & COMPANY OF FLORIDA, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.