# Allgen Financial Advisors

Allgen Financial Advisors is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** allgenfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/allgenfinancial

## Regulatory record

- **CRD number:** 126877
- **SEC file number:** 801-80077
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126877

## About

Allgen Financial Advisors was established in 2003. It functions as a registered investment adviser headquartered in Orlando, Florida. The firm supplies wealth management and financial planning services. These services reach individuals, family offices, and organizations across its operating region. No additional offices or team size figures appear in available records. No dated operational events from the last 24 months are documented. The firm maintains a standard RIA structure without disclosed hybrid vehicles or succession details.

## Questions

### Who runs investment decisions at Allgen Financial Advisors?

No named principals or CIO appear in public records.

### Does Allgen Financial Advisors participate in fund commitments or only direct deals?

Available information does not specify allocation methods or structures.

### What investment stages does Allgen Financial Advisors typically target?

The firm focuses on wealth management and financial planning without stage-specific disclosures.

### How is Allgen Financial Advisors related to any parent or spinout?

No parent entity or spinout relationship is documented.

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Last updated: 2026-06-03T20:00:00.000Z

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