Allen & Company

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

1401 S Florida Ave, Lakeland, Florida, 3...

Phone Number

(863) 688-9000

Revenue

$16.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 3
Signal Type
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ZI Rank
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About Allen & Company

Allen & Company, founded in 1932, is Florida's oldest investment firm headquartered in Lakeland with additional operations in Winter Haven and Viera. The company specializes in financial planning and wealth management services for communities across Florida. Allen & Company offers investment advisory services through its own entity and its affiliate, LPL Financial LLC, both registered as investment advisers. The firm provides securities through LPL, a member of FINRA/SIPC, serving both business and individual clients with comprehensive financial solutions.Explore more
Allen & Company's Social MediaPopular SearchesAllen & Company Of Florida LLCAllen & Company of Florida IncAllen CoAllen & CoAllen Investments IncSIC Code 62,628NAICS Code 52,523Show more

Allen & Company Org Chart

AA
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Founder & Chief Executive Officer

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KW
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Chief Financial Officer

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Shad Allen, President at Allen & Company
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President

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SV
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Senior Vice President, Financial Advisor

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KC
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Senior VP, Financial & Advisor

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KE
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Senior Vice President, CFP, Financial Advisor

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EG
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Senior VP, Financial & Advisor

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VH
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Vice President, Financial Advisor

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WS
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Vice President, Financial Advisor, AIF, CRPC,...

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CK
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Assistant Vice President & Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allen & Company

$16.5M
51-200
Private
-
1932
AA
Ashley AllenFounder & CEO
$134.3M
201-500
Private
<$5M
1978
ST
Suzanne TorpeyChief Financial Officer
$41.5M
51-200
Private
<$5M
2001
$31.7M
51-200
Private
-
2010
$29.7M
11-50
Private
<$5M
1965
$16.5M
51-200
Private
<$5M
1973
GH
Gary HuddellOwner and President
$5.3M
51-200
Private
-
1974
JB
James BarberOperations General Counsel & Vice President
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Company Profile Activity

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Activity Insights

Allen & Company is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Allen & Company is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Allen & Company.

Allen & Company Tech Stack

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Frequently Asked Questions Regarding Allen & Company

What is Allen & Company's official website?
Allen & Company's official website is www.alleninvestments.com
What is Allen & Company's Revenue?
Allen & Company's revenue is $16.5 Million
What is Allen & Company's SIC code?
Allen & Company's SIC: 62,628
What is Allen & Company's NAICS code?
Allen & Company's NAICS: 52,523
How many employees does Allen & Company have?
Allen & Company has 51-200 employees
What industry does Allen & Company belong to?
Allen & Company is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Allen & Company competition?
Allen & Company top competitors include: Movers Specialty Service, Capitol Financial Solutions, Smith Plumbing and Heating, General Pacific
What companies has Allen & Company acquired?
Allen & Company has acquired the companies: CUSO Financial Services and Sorrento Pacific Financial, NEXT Financial Group, Independent Financial Marketing, Cadaret, Grant
What technology does Allen & Company use?
Some of the popular technologies that Allen & Company uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
Who is the CFO of Allen & Company?
Allen & Company's CFO is Kim Wieland
How do I contact Allen & Company?
Allen & Company contact info: Phone number: (863) 688-9000 Website: www.alleninvestments.com
What does Allen & Company do?

Allen & Company, founded in 1932, is Florida's oldest investment firm headquartered in Lakeland with additional operations in Winter Haven and Viera. The company specializes in financial planning and wealth management services for communities across Florida. Allen & Company offers investment advisory services through its own entity and its affiliat... e, LPL Financial LLC, both registered as investment advisers. The firm provides securities through LPL, a member of FINRA/SIPC, serving both business and individual clients with comprehensive financial solutions.Read More

What are Allen & Company social media links?
Allen & Company Linkedin page Allen & Company Twitter page Allen & Company Facebook page
Is Allen & Company a public company?
Allen & Company is private company therefore does not currently have an official ticker symbol
See more information about Allen & Company

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