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ALLGEN FINANCIAL ADVISORS, INC.

ORLANDO, FL · CRD 126877 · IAPD ↗ · allgenfinancial.com · 407-210-3888

$475.2MRegulatory AUM
13Advisory reps
18Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ALLGEN FINANCIAL ADVISORS, INC. now reports custody of client assets ($475.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — ALLGEN FINANCIAL ADVISORS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.