About Allen & Company
Allen & Company is a company based in Lakeland (United States) founded in 1932 was acquired by LPL Financial in May 2019. The company has 62 employees as of December 31, 2022. Allen & Company offers products and services including Wealth Management, Investment Planning, Retirement Planning, and Estate Planning. Allen & Company operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Lakeland, United States
- Employees 62 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Allen & Company Of Florida, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
62
as on Dec 31, 2022
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Acquired by
LPL Financial
(May 17, 2019)
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Products & Services of Allen & Company
Allen & Company offers a comprehensive portfolio of products and services, including Wealth Management, Investment Planning, Retirement Planning, and Estate Planning.
Provides personalized financial planning and investment strategies.
Assists in portfolio management and asset allocation decisions.
Offers strategies for tax-efficient retirement savings.
Guides on estate and succession planning needs.
People of Allen & Company
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Funding Insights of Allen & Company
Detailed funding history for Allen Company
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investors in Allen & Company
Allen & Company has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
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Stock brokerage and financial advisory services are provided to investors.
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Investor details for Allen Company
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Allen & Company
Investment portfolio details for Allen Company
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Financial Statements - Allen Company
Detailed financials for Allen Company
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Allen & Company Comparisons
Peer comparison for Allen Company
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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Competitors of Allen & Company
Allen & Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Allen Company
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- Full company profiles
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Latest news on Allen & Company
Complete news archive for Allen Company
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Frequently Asked Questions about Allen & Company
Allen & Company was founded in 1932.
Allen & Company is headquartered in Lakeland, United States. It is registered at Lakeland, Florida, United States.
As of Dec 31, 2022, the latest employee count at Allen & Company is 62.
Building relationships and financial plans for over 80 years.
Allen & Company's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Allen & Company offers Wealth Management, Investment Planning, Retirement Planning, and Estate Planning.
Allen & Company has 1 investor. Key investors include LPL Financial.