Michael Allen
Michael Allen is a registered investment advisor at Manhattan West Asset Management, LLC, based in Los Angeles, CA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 384 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Non-Wrap accounts are charged a fee by Manhattan West Asset Management that ranges from 0.25% to 2%. The ultimate fee charged on Non-Wrap accounts is subject to MWAM’s discretion, and different Non-Wrap accounts pay different fees based on the complexity of managing the account and the amount under management.
Location
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067
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Regulatory History (1)
Employment Separation After Allegations
October 2025Employment History
Current Registrations
Manhattan West Asset Management, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.