Allen Wealth Advisors

Allen Wealth Advisors (CRD# 310105) is a financial advisory firm headquartered in Colleyville, TX. They manage $37,776,903 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6110 Colleyville Blvd, Ste106, Colleyville, TX 76034
http://www.allenwealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $497,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Allen Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Kathryn Allen, financial advisor Colleyville TX
Kathryn A. Allen
CRD#: 5934449
6110 Colleyville Blvd, Ste106, Colleyville, TX 76034

Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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