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Allen Investment Management, LLC

Headquartered in NEW YORK, NY

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Firm Information

Allen Investment Management, LLC is an investment advisor registered with the SEC based in NEW YORK, NY. They manage approximately $13.8 billion in assets for 746 accounts and primarily serve high-net-worth individuals and pooled investment vehicles. Their advisory services include portfolio management for individuals and pooled investment vehicles, as well as selection of other advisors. They also offer other customized wealth management services.

Allen Investment Management, LLC

711 FIFTH AVENUE, 10TH FLOOR

NEW YORK, NY 10022

$13.80B

Assets Under Management

5

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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customized wealth management services

Customized wealth management services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

ALLEN INVESTMENT MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

New York, NY

location

HOUSTON, TX

location

NEW YORK, NY

Advisors at Allen Investment Management, LLC

View All 7 Advisors
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Samuel Hopkins Baker

RA

NEW YORK, NY

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Arvind Srinivas Rangaraj

CFA®, RA

NEW YORK, NY

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Elizabeth Haley Stahl

CFA®, RA

NEW YORK, NY

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Ashok Bhushan Chachra

RA

New York, NY

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Catherine Anne Tse

RA

NEW YORK, NY

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Timothy J Erb

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Allen Investment Management, LLC.

Frequently Asked Questions (7)

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