Stephen
Allen

Biechele Royce Advisors, Inc

CRD#6589185
Investment Advisor
in Lexington, KY

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About this Advisor

Stephen Allen is a financial advisor based in Lexington, Kentucky, working with Biechele Royce Advisors, Inc. Stephen has previously held positions at Reitz & Allen, Cpas, Pllc, Ray, Foley, Hensley & Company, Pllc, and Allen Cpas & Advisors, Pllc. Stephen is registered to provide services in Kentucky. Currently, Stephen is part of Biechele Royce Advisors, Inc, which operates out of Lexington, Kentucky. The firm has 8 employees and manages assets totaling $659.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Biechele Royce Advisors, Inc includes asset-based fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Tates Creek Road, Suite 102
Lexington, KY 40502

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Biechele Royce Advisors, Inc Brokerage Details

Total Assets Under Management

$659,842,022

KY Average: $1,347,246,178
Total Number of Employees

8

KY Average: 46
Total Number of Accounts

679

KY Average: 1,775
Average Account Size

$971,785

KY Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephen Allen Work History

2016 - Present (8 years)

Allen Cpas & Advisors, Pllc

2014 - 2016 (2 years)

Reitz & Allen, Cpas, Pllc

2007 - 2014 (7 years)

Ray, Foley, Hensley & Company, Pllc

Disclosures

Please visit the SEC profile of Stephen Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Biechele Royce Advisors, Inc

Andrew Bertke
Ft Mitchell, KY
George Sparks
Fishers, IN
Matthew Sanchez
Fishers, IN
Andrew Schuler
Fishers, IN
Monika Gupta
Huntington Beach, CA
Carlos Sanchez
Fishers, IN
Rachel Leahy
Fishers, IN
Thomas Barrett
Fishers, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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