BRUCE G. ALLEN INVESTMENTS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 287859
- Registered since
- September 29, 2017
- Website
- brucegalleninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.99%
- Individuals11.18%
- Charitable Organizations0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bruce G. Allen Investments, LLC is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm has been registered since 2017 and describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm also operates as an insurance broker and charges clients through a mix of AUM-based fees, hourly billing and fixed fees. Bruce G. Allen Investments identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities22%
- State & Local Bonds11%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2BRUCE ALLEN
PresidentCRD 1397083
ANNE SECHLER
Operations ManagerCRD 2286361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$96.4M in ETFs
99%
$95.2M
1%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE VALUE ETF (EFV) | BlackRock | Passive | Foreign Large Value | $23.7M | 318,695 | 24.59% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 3200 E Cherry Creek South Dr
- Time zone
- MT (UTC-7)
- Office locations
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