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AllGen Financial Advisors, Inc. Info

AllGen Financial Advisors, Inc. info

AllGen Financial Advisors, Inc. (SEC CIK 1964809) first filed with the SEC on 2023-02-15 (Form 13F-HR) and has filed 25 times since, including 23 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801.

  • Name: Value AllGen Financial Advisors, Inc..
  • SEC CIK: Value 1964809.
  • State of organization: Value —.
  • Business address: Value 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameAllGen Financial Advisors, Inc.
SEC CIK1964809
State of organization
Business address100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801
Mailing address100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801
Phone407-210-3888
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2023-02-15 (Form 13F-HR)
Latest SEC filing2026-07-22 (Form 13F-HR)
Filings on EDGAR25
First Form 13F-HR2023-02-15 (quarter ended 2020-12-31)
Latest Form 13F-HR2026-07-22 (quarter ended 2026-06-30)
Form 13F-HR filings23

Filings by Form

FormFilingsLatest
13F-HR232026-07-22
N-PX22025-08-19

Filings by Year

YearFilingsForm 13F-HR
202633
202554
202454
20231212

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