Allgen Financial Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

126877

SEC number

801-80077

Firm type

RIA

Assets under management

$475.2M as of Mar 10, 2026

Website

www.allgenfinancial.com ↗

Phone

407-210-3888

Address

100 W. Lucerne Circle, Orlando, FL, 32801

Advisors at this firm

12 in our index · page 1 of 1

• Karen P BalzaCRD 6973361 · Orlando, FL
  IA Registered
• Robert J CortesCRD 5633547 · Orlando, FL
  IA RegisteredRegistration inactive
• Ana Norka FernandezCRD 3190191 · Orlando, FL
  IA Registered
• Kathryn Mitchell HiteCRD 4958140 · Orlando, FL
  IA Registered
• Jason Christopher MartinCRD 3259475 · Orlando, FL
  IA Registered
• Gillen Andrew ManosCRD 8143579 · Orlando, FL
  IA Registered
• Paul Andrew MazonCRD 7318535 · Orlando, FL
  IA Registered
• Axel Jose OteroCRD 5233716 · Orlando, FL
  IA Registered
• Andrew Brian PhilpottCRD 8048982 · Orlando, FL
  IA Registered
• Paul RoldanCRD 2682260 · Orlando, FL
  IA Registered
• Edward Jamil Waheed RobinsonCRD 6909067 · Orlando, FL
  IA RegisteredRegistration inactive
• Craig Peter SullivanCRD 7574054 · Orlando, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.