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Anthony Jase Allen

8 Years of Experience
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
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Location

530 W 465 MN Ste 707, Providence, UT, 84332

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business Activities

Anthony is involved in several non-investment related activities, including managing real estate holding companies (Allen Generations LLC, Allen Brothers Enterprises LLC, and Crown Estate Holdings LLC), acting as a funeral director/VP/shareholder for Allen-Hall Mortuary, Inc. (nearly full-time), and serving as a board member/shareholder for Jack's Tire and Oil, Inc. (a few hours per week).

Employment History
Current Registrations
Andina Family Offices
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Core Capital Wealth Management, LLC
May 2020 - June 2022 · 2 yrs 1 mo
Adams Wealth Advisors
October 2017 - May 2020 · 2 yrs 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Anthony Jase Allen - Financial Advisor | TrueAdvisor