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ALLVET FINANCIAL
ALLVET FINANCIAL LLC
CRD 336247 · SEC 801-136165
AZ, United States
Phone
(804) 201-4615
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
2 total employees; 2 advisory reps; 81 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $1.3M |
States served
AZ, CA, CO, IL, LA, MA, MN, NE, NJ, NY, NC, TN, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD