Allen Capital Management

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

701 Columbia St Apt 104, Vancouver, Wash...

Phone Number

(503) 292-1041

Revenue

$7.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Allen Capital Management

Allen Capital Management is a registered investment advisor based in Oregon, providing tailored financial services to trusts, charitable organizations, and individuals. The company focuses on disciplined investment analysis, diversification, and strategic asset allocation to meet clients' cash flow and growth objectives while aligning with their tax, retirement, and estate planning strategies. Unlike many firms, Allen Capital Management does not earn commissions from selling financial products, instead relying on direct fees from clients. Their personalized approach ensures that investment portfolios are custom-fitted to individual needs and beliefs.Explore more
Allen Capital Management's Social MediaPopular SearchesAllen Capital ManagementAllen Capital LPAllen Capital Management LLCAllen Trust Company IncS Allen Properties LLCSIC Code 62,628NAICS Code 52,523Show more

Allen Capital Management Org Chart

PhoneEmail
ZA
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Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allen Capital Management

$7.7M
11-50
Private
-
1999
ZA
Zaida AllenVice President, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2005
MM
Michele McCabeFinancial Advisor
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Allen Capital Management Tech Stack

A closer look at the technologies used by Allen Capital Management

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Frequently Asked Questions Regarding Allen Capital Management

What is Allen Capital Management's official website?
Allen Capital Management's official website is www.allencapital.com
What is Allen Capital Management's Revenue?
Allen Capital Management's revenue is $7.7 Million
What is Allen Capital Management's SIC code?
Allen Capital Management's SIC: 62,628
What is Allen Capital Management's NAICS code?
Allen Capital Management's NAICS: 52,523
How many employees does Allen Capital Management have?
Allen Capital Management has 11-50 employees
What industry does Allen Capital Management belong to?
Allen Capital Management is in the industry of: Finance, Securities Trading
What is Allen Capital Management competition?
Allen Capital Management top competitors include: Fountainhead Wealth, Vestpointe Wealth Management, Bay Harbor Wealth Management, Goodrich and Associates
What technology does Allen Capital Management use?
Some of the popular technologies that Allen Capital Management uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Google Tag Manager
How do I contact Allen Capital Management?
Allen Capital Management contact info: Phone number: (503) 292-1041 Website: www.allencapital.com
What does Allen Capital Management do?

Allen Capital Management is a registered investment advisor based in Oregon, providing tailored financial services to trusts, charitable organizations, and individuals. The company focuses on disciplined investment analysis, diversification, and strategic asset allocation to meet clients' cash flow and growth objectives while aligning with their ta... x, retirement, and estate planning strategies. Unlike many firms, Allen Capital Management does not earn commissions from selling financial products, instead relying on direct fees from clients. Their personalized approach ensures that investment portfolios are custom-fitted to individual needs and beliefs.Read More

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

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