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Allen Financial Management
ALLEN FINANCIAL MANAGEMENT is an SEC-registered investment adviser in OXFORD, MI, registered since 2025. The firm manages approximately $121 million in assets.
Overview
ALLEN FINANCIAL MANAGEMENT is an SEC-registered investment adviser in OXFORD, MI, registered since 2025. The firm manages approximately $121 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Allen Financial Management?
No named principals or investment decision-makers are publicly associated with this firm. No records in SEC filings, news archives, or professional networks identify a CIO, CEO, or family representative.
What investment stages does Allen Financial Management target?
The firm has not published any investment-stage preferences. Absent public disclosures, it is unclear whether the office pursues venture capital, growth equity, buyouts, credit, or public markets.
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