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BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859 · SEC 801-111789
3200 E CHERRY CREEK SOUTH DRIVE, SUITE 640, DENVER, CO, 80209, United States
Phone
(303) 592-5535
Fax
303-592-5534
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.1M
Discretionary AUM
$255.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $28.9M |
| High net worth individuals | 74 | $227.2M |
| Charitable organizations | 1 | $2.1M |
States served
AZ, CA, CO, NE, TX
All web addresses on file
Official SEC filing: View on IAPD