SEC Form ADV

ALLGEN FINANCIAL ADVISORS, INC.

Firm profile: Allgen Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$475.2M

Assets Under Management

Employees

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Registration Details

Accession: crd-126877
Location: ORLANDO, FL
Filing Date: July 24, 2026
AUM: $475.2M
Employees: 18
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

ALLGEN FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in ORLANDO, FL, managing approximately $475.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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