1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Allen serves as Treasurer and Adviser for the Juliana Greenfield Family Foundation, which is engaged in charitable medical research. He oversees contributions, assists with grants, and manages the portfolio, dedicating minimal time to this activity.