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Allen Capital Group, LLC

EST. AUM
$1,501,556,085

CONTACTS
5

CLIENT ACCOUNTS
7,162

Firm Details

Metro area Omaha
CRD Number 135879
Website allencapgroup.com
Client types

Overview

Allen Capital Group, LLC, was established in 2005 by Eric Allen and his son, Mark, following Eric's extensive career in financial planning that began in 1975 with IDS. Both Eric and Mark are Certified Financial Planners (CFP®), and the firm is supported by a team of specialists in estate planning, portfolio management, accounting, and investment research. The primary objective of Allen Capital Group is to deliver exceptional, comprehensive service to clients, ensuring their financial security and prosperity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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