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ALLGEN FINANCIAL ADVISORS, INC.

Investment AdviceORLANDO, FL

Assets Under Management

$392.5M

Total AUM

Donut chart: Discretionary 392.5M
Category	Value
Discretionary	392.5M

Adviser Information

Field	Value
CRD Number	126877
SEC Number	801-80077
Street Address	100 W. LUCERNE CIRCLE
Street Address 2	SUITE 200
Location	ORLANDO, FL 32801
Country	United States
Phone	407-210-3888
Fax	407-210-3887
Total Employees	15
Business Types	insurance_broker

Client Count by Type (1,004 Total)

Horizontal bar chart: Individuals (other than H… 899, High Net Worth Individual… 82, Corporations/Businesses 23
Category	Value
Individuals (other than H…	899
High Net Worth Individual…	82
Corporations/Businesses	23

Allgen Financial Advisors, Inc., FL — Investment Adviser | BuildTrust