Assets Under Management
$1.2B
Number of Clients
2,130
Number of Advisors
22
Average Client AUM
$574K
AUM per Advisor
$55.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Allen Capital Group, LLC (ACG) provides investment management, financial planning, retirement plan advisory, tax preparation, and trust services. As a fiduciary, ACG prioritizes client needs. Financial planning is tailored to individual needs and may be provided with investment management services without an additional fee, but can be charged separately for complex plans.
3540 Prairieview Street, Suite 200, Grand Island, NE, 68803