RIA Intel›Advisers›California›ALLEN FINANCIAL ADVISEMENT, INC.

ALLEN FINANCIAL ADVISEMENT, INC.

Advisory

LA JOLLA, CA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in CA

#4,824

of 5,480 advisers by AUM

Average account

$50K

across 135 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

135 clients

The full client-type breakdown and the share of AUM each category represents.

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