Allen & Company

Investor United States Founded 1932

Last Update Sep 8, 2025

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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.

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Website	alleninvestments.com/
LinkedIn	LinkedIn
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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

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Allen & Company Business

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Allen & Company Lifecycle

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Allen & Company Team

Charlie Allen

Vice President & Managing Director

Leah Schwartz

Managing Director

Similar Companies

Similar companies data is computed dynamically and not stored in the entity profile. This section requires implementing a similarity query (e.g. by classification overlap, sector, district).