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Stephen Reynolds Allen

Biechele Royce Advisors, Inc.

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About Stephen Reynolds Allen

Stephen Reynolds Allen is a financial advisor at Biechele Royce Advisors, Inc. He has been in the industry since December 2014. Stephen is registered with the state of Kentucky as an Investment Advisor Representative. Stephen holds a Personal Financial Specialist designation. Stephen also owns and operates a public accounting CPA firm in Lexington, KY. Stephen is affiliated with Allen CPAs & Advisors, PLLC and Sonny Hall Wells.

Firm Information

Stephen Allen is currently registered with Biechele Royce Advisors, Inc.. Biechele Royce Advisors, Inc. is an investment advisor based in FISHERS, IN with approximately $659,842,022 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Biechele Royce Advisors, Inc.

11634 MAPLE STREET, SUITE 300

FISHERS, IN 46038

$659.84M

Assets Under Management

679

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Stephen Allen’s Registration & Firm History

KY

07/17/2024 - Present

Biechele Royce Advisors, Inc. (Lexington KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Reynolds Allen.
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