Allen Auger Enterprises, Inc. (Boca Raton)

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.

Allen Auger Enterprises: assets under management

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 firm manages $25.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $677.81 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allen Auger Enterprises, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allen P. Auger	President	1 Jan 2003	75% - 100%	4202386
Steven Curtis Mucowski	Portfolio manager	1 Jun 2004	25% - 50%	2526514

Based in Boca Raton

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.