firm profile
Allen Financial Management
Overview
Allen Financial Management is an SEC registered investment adviser based in Oxford, MI, registered since 2012. It reports $121M in assets under management across 536 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $121M
- Discretionary
- 100%
- Accounts
- 536
- Average account
- $226K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2012
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Kenneth Sherman Allen Managing Member, Chief Compliance Officer CRD 4498334
Advisory reps 1 of 1
- Kenneth S Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4498334
Location
- Headquarters
- 925 N Lapeer Rd Ste 159
Oxford, MI 48371 - County
- Oakland
- Metro area
- Detroit-Warren-Dearborn, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: afmwealth.com
Every state, with registration dates
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