Allen Capital Group

Financial Services • Grand Island, Nebraska, United States • 21-50 Employees

Company overview

Headquarters	3540 Prairieview St, Suite 200, Grand Island, Nebraska 68803, US
Phone number	+13083851500
Website	allencapgroup.com
NAICS	52
SIC	628
Keywords	Tax Planning, Estate Planning, Tax Preparation, Investment Management, Trust Services
Founded	2005
Employees	21-50
Socials

Key Contacts at Allen Capital Group

Michael Stanton

Director Of Development

Steve Wilbur

Managing Director, Senior Wealth Advisor

Morganne Manivong

Director Of Operations

Kent Koch

Director Of Retirement Plan Solutions | Principal

Sasha Miller

Director Of Tax & Accounting

Allen Capital Group Email Formats

Allen Capital Group uses 4 email formats. The most common is {first initial} (e.g., j@allencapgroup.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}	j@allencapgroup.com	55.6%
{first name}	john@allencapgroup.com	22.2%
{first initial}{last name}	jdoe@allencapgroup.com	14.8%
{first name}{last name}	johndoe@allencapgroup.com	7.4%

About Allen Capital Group

Allen Capital Group Investment | Trust | Tax A comprehensive financial planning firm specializing in portfolio management and estate planning, serving: ➤ Individuals ➤ Businesses ➤ Trusts ➤ Foundations ➤ Pensions Investment Philosophy Our approach is simple, but our strategies are advanced. We focus on managing risk to achieve capital appreciation through capital preservation by: ➤ Minimizing downside volatility to protect assets ➤ Aligning portfolios with clients’ risk tolerance ➤ Ensuring long-term financial growth Estate Planning Services We provide exceptional service to ensure your family’s financial security: ➤ Identifying the right estate planning tools and documents ➤ Collaborating with experienced attorneys for legal drafting ➤ Managing trust funding and ensuring proper asset ownership ➤ Continuously tracking assets for long-term effectiveness Why Choose Us? ➤ We are an independent firm, free from bank or brokerage affiliations ➤ We offer objective, client-first financial guidance ➤ We help clients build, protect, and preserve wealth

Allen Capital Group revenue & valuation

Annual revenue	$14,700,000
Revenue per employee	$443,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$46,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Allen Capital Group has 19 employees across 5 departments.

Departments

Number of employees

Funding Data

Allen Capital Group has never raised funding before.

Allen Capital Group Tech Stack

Discover the technologies and tools that power Allen Capital Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

Salesforce

CRM

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS