Allen & Company

Allen & Company Overview

Allen & Company, Florida's oldest investment firm, was founded in 1932 and has built a legacy of personalized financial guidance spanning generations. From its modest beginnings in Lakeland to expanding across Central Florida, the firm emphasizes relationship-driven service and prudent wealth management. Strategic growth has included establishing multiple offices, with nearly 70 associates now serving clients. Allen & Company prioritizes its clients’ interests and invests in its employees, reflected in its 2012 creation of an employee stock ownership plan (ESOP). Its mission is to be the premier provider of financial management services, fostering wealth growth and transfer while enhancing community life. Allen Company is a subsidiary of Allen Holding.

Latest News

No news articles.

Team Members

2

Web & Social Links

Website	alleninvestments.com/
LinkedIn	LinkedIn
Facebook	Facebook

Locations

250 Ave K SW #106, Winter Haven, FL 33880, USA

7380 Murrell Rd #100, Melbourne, FL 32940, USA

1401 Florida Ave S, Lakeland, FL 33803, USA

Photos & Videos

No files yet

Allen & Company Internal

Recent Updates

Note: Free-text notes visible in the original Finder "Internal" tab are not present in the imported profile data. Only the update audit log is available.

Admin Info

Confidence	38/100
Missing	funding stage, product stage, sector, number of employees, tags, business model, tag line, video or image, funding rounds, news, markets, not claimed
Creator	Abigail Lyss
Creator email	abigail.lyss@gmail.com
Last updater	Ayelet Levi Shinebox
Updater email	ayeletlevis@sncentral.org
Last update	2024-11-25T00:00:00.000Z
Created	2019-05-11T00:00:00.000Z