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G. ALLEN FINANCIAL INC.
CRD 119180
300 PASEO DE PERALTA, SUITE 209, SANTA FE, NM, 87501, United States
Phone
505-466-3550
Fax
310-469-7888
Registration
— (—)
Source
State registered
Total AUM
$101.0M
Discretionary AUM
$101.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.9M |
| High net worth individuals | 30 | $94.1M |
All web addresses on file
Official SEC filing: View on IAPD