Allen Auger Enterprises, Inc. is a large advisory firm based in Boca Raton. It manages $25.76 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.
Allen Auger Enterprises provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allen Auger Enterprises, Inc. is $25.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allen Auger Enterprises, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allen P. Auger has been acting as President since 1 Jan 2003. Steven Curtis Mucowski joined the executive team most recently as the Portfolio Manager.
The principal office where Allen Auger Enterprises, Inc. performs its advisory services is located at 21540 Laguna Drive, Boca Raton, FL 33486 The mailing address of the firm is 5053 Pointe Emerald Lane, Boca Raton, FL 33486. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-482-9219 or by fax 561-892-2982. The normal business hours are 8:30-5:00 on Monday - Friday.