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John Michael Allen

Brownlie & Braden Advisors, LLC

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About John Michael Allen

John Michael Allen is an Investment Advisor Representative with Brownlie & Braden Advisors, LLC. John Michael Allen is registered in Texas. John Michael Allen has been in the industry since September 2018.

Firm Information

John Allen is currently registered with Brownlie & Braden Advisors, LLC. Brownlie & Braden Advisors, LLC is a registered investment advisor located in DALLAS, TX. The firm provides financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisors and analysis of investment opportunities and private equity evaluation/due diligence. The firm has approximately $329,198,635 in regulatory assets under management.
Brownlie & Braden Advisors, LLC

2820 ROSS TOWER

DALLAS, TX 75201

$329.20M

Assets Under Management

16

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provides analysis of investment opportunities and private equity evaluation/due diligence

Provides analysis of investment opportunities and private equity evaluation/due diligence

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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commissions

Earned based on transactions or products sold.

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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.

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John Allen’s Registration & Firm History

TX

03/15/2023 - Present

Brownlie & Braden Advisors, LLC (Fort Worth TX)

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Licenses & Designations

IA

Issued 03/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Allen.
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