Keep your name and your clients. Hand us the overhead. Keep your business your own, without carrying compliance, technology, reporting, and admin alone.
Principals who aren't ready to retire but are tired of carrying compliance, technology, reporting, and admin on their own.
Your own name, co-branded with Allendale (“Your Firm, an Allendale Partner”) — plus your client relationships, your book, and your autonomy as a producing broker.
NFA/CFTC supervision and recordkeeping, clearing connectivity and reporting, technology and communications archiving, payroll, benefits, HR, and research — all five pillars.
A negotiated revenue-share arrangement. You stop paying for infrastructure you currently fund yourself, and gain institutional-grade systems.
Beyond the systems, real people: Allendale staff handle day-to-day operational needs, and trained brokers cover your book when you're out — so a vacation, a health matter, or time away never means an unattended client or a missed order.
They stay yours, served under your co-brand, with Allendale's brokers and systems behind them.
Your staff stay with your firm — with our team handling compliance, operations, technology, and administration centrally, much of the back-office burden simply lifts off yours.
Yes. Early conversations are private and go directly to Steve Georgy, President.
It depends on your book and registrations, but the operational burden lifts as soon as you're on the platform.
A private, no-pressure conversation about keeping your name and handing off the overhead — straight to Steve Georgy, President.
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