Company Information

Get to know Allen Trust

Founded in 1999, Allen Trust Company is an independent, chartered trust company regulated by the State of Oregon Division of Financial Regulation. The company specializes in providing custody and administration services for alternative and non-traditional assets held within self-directed retirement accounts (IRAs). Their primary focus is on empowering individuals to invest in assets such as real estate, private equity, precious metals, notes, and other alternatives, offering expertise in the complex rules and regulations governing these types of investments.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Financial Wealth Management

Contact

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Allen Trust

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.