Daniel Conroy is a registered investment advisor at Allen Capital Group, LLC, based in Omaha, NE, with 11 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,130 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.
Location
10050 Regency Cir., Suite 500, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allen Capital Group, LLC
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Wells Fargo Advisors, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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