Allen Capital is an investment advisor in Grand Island with $889.91 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203230944
SEC advisor number
801-64514
FINRA CRD number
135879
AUM ?
$998.47 mm
(as of 29 Mar 24)
Accounts
6,140
(as of 29 Mar 24)
Employees
38
(21 investment advisory or research)
Address
Allen Capital
3032 WEST STOLLEY PARK RD
GRAND ISLAND
NE 68801
3032 WEST STOLLEY PARK RD
GRAND ISLAND
NE 68801
Phone
3083851500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jan 22