Allen Wealth Management

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

980 Hwy 105, Boone, North Carolina, 2860...

Phone Number

(828) 268-9693

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Allen Wealth Management

The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family. We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial plan. Whether you're near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from insight and experience.Explore more
Allen Wealth Management's Social MediaPopular SearchesAllen Wealth Management LLCAllen Insurance & Wealth Management IncAllen wealth ManagementRaymond James Financial Services IncAllen & Furr Insurance & Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Allen Wealth Management Org Chart

PhoneEmail
JA
United States flag for contact location.

Financial Advisor & Branch Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
EF
United States flag for contact location.

Financial Advisor

PhoneEmail
BG
United States flag for contact location.

Financial Advisor

PhoneEmail
BA
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Allen Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Allen Wealth Management

Compare insights from companies similar to Allen Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allen Wealth Management

<$5M
1-10
Private
-
2000
JA
Jonathan AllenFinancial Advisor & Branch Manager
<$5M
1-10
Private
-
1988
GT
Glenn ToussaintPresident & Founder
<$5M
1-10
Private
-
1962
MA
Mike AlbanoFinancial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Allen Wealth Management Tech Stack

A closer look at the technologies used by Allen Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Allen Wealth Management

What is Allen Wealth Management's official website?
Allen Wealth Management's official website is www.allenwealthmanagement.com
What is Allen Wealth Management's Revenue?
Allen Wealth Management's revenue is <$5 Million
What is Allen Wealth Management's SIC code?
Allen Wealth Management's SIC: 62,628
What is Allen Wealth Management's NAICS code?
Allen Wealth Management's NAICS: 52,523
How many employees does Allen Wealth Management have?
Allen Wealth Management has 1-10 employees
What industry does Allen Wealth Management belong to?
Allen Wealth Management is in the industry of: Finance, Securities Trading
What is Allen Wealth Management competition?
Allen Wealth Management top competitors include: Reynolds Wealth Management, Goodrich and Associates, Toussaint Financial Associates, Trinitas Wealth Management
What technology does Allen Wealth Management use?
Some of the popular technologies that Allen Wealth Management uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Allen Wealth Management?
Allen Wealth Management contact info: Phone number: (828) 268-9693 Website: www.allenwealthmanagement.com
What does Allen Wealth Management do?

The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family. We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial... plan. Whether you're near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from insight and experience.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.