Allen Capital Group Company Profile, Contacts & Intelligence

Financial ServicesUnited States33 employeesFounded 2005
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
33
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 2 visible contacts
Departments
5
Mapped contact coverage

Allen Capital Group Overview

Allen Capital Group Investment | Trust | Tax A comprehensive financial planning firm specializing in portfolio management and estate planning, serving: ➤ Individuals ➤ Businesses ➤ Trusts ➤ Foundations ➤ Pensions Investment Philosophy Our approach is simple, but our strategies are advanced. We focus on managing risk to achieve capital appreciation through capital preservation by: ➤ Minimizing downside volatility to protect assets ➤ Aligning portfolios with clients’ risk tolerance ➤ Ensuring long-term financial growth Estate Planning Services We provide exceptional service to ensure your family’s financial security: ➤ Identifying the right estate planning tools and documents ➤ Collaborating with experienced attorneys for legal drafting ➤ Managing trust funding and ensuring proper asset ownership ➤ Continuously tracking assets for long-term effectiveness Why Choose Us? ➤ We are an independent firm, free from bank or brokerage affiliations ➤ We offer objective, client-first financial guidance ➤ We help clients build, protect, and preserve wealth

Headquarters
United States
Website
allencapgroup.com
Industry
Financial Services
Founded
2005
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Investment Management Estate Planning Tax Planning Trust Services Tax Preparation

Allen Capital Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
5 departments represented
Visible contacts with email or phone data are mapped to these departments.
15 company-domain emails
Visible contacts using Allen Capital Group's company email domain.
General
7
Executive
4
Finance
3
Legal
1
Sales
1

Allen Capital Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

P
Phil Mcbride
Senior Wealth Advisor at Allen Capital
EP
K
Kent Koch, Aif® Cpfa®
Director of Retirement Plan Solutions
EP

Allen Capital Group Workforce Composition

Seniority breakdown across 22 visible profiles.

Individual contributor
14
Director
3
Executive
2
Associate / junior
2
Senior / Lead
1

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