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, individual-owned registered investment adviser that began SEC registration in 2017. The firm operates as a limited liability company and serves both individual/family and institutional clients. It provides financial planning and portfolio management for individuals and small businesses, offers pension consulting and selection-of-other-advisers services, and also acts as an insurance broker. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, functions as a capital allocator to third-party managers, and 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 Funds63%
- Exchange Traded Equities21%
- State & Local Bonds11%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$98.6M in ETFs
100%
$98.1M
<1%
$493K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE VALUE ETF (EFV) | BlackRock | Passive | Foreign Large Value | $23.2M | 303,162 | 23.53% |
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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