SEC Form ADV

ALLGEN FINANCIAL ADVISORS, INC.

Registered Investment AdviserFL
$475.2M
Assets Under Management
2,557
Total Clients
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Registration Details

Accession
CRD-126877
Location
ORLANDO, FL
Filing Date
March 10, 2026
AUM
$475.2M
Total Clients
2,557
Amendment
No

About this Adviser

ALLGEN FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in ORLANDO, FL, managing approximately $475.2M in assets across 2,557 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.