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 formed as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator to both individual and family clients as well as institutional accounts. Its client services combine financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fees. The firm identifies as an active ESG investor. It is not a multistate adviser and is not newly formed.
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 2
Bruce Allen
PresidentCRD 1397083
Anne Sechler
Operations ManagerCRD 2286361
Wealth 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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