Bruce G. Allen Investments, LLC
● SEC registered since 2017CRD 287859SEC# 801-111789Denver, CO
Reg. AUM
$258.1M
Employees
2
Accounts
492
Location
Denver, CO
Bruce G. Allen Investments, LLC assets under management
Bruce G. Allen Investments, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2017. It reports $258.1 million in regulatory assets under management and employs 2 people.
Bruce G. Allen Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Grosvenor Allen Control | Managing Member & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Bruce G. Allen Investments, LLC manage?
Bruce G. Allen Investments, LLC reports $258.1 million in regulatory assets under management on its Form ADV.
How many employees does Bruce G. Allen Investments, LLC have?
Bruce G. Allen Investments, LLC reports 2 employees.
Where is Bruce G. Allen Investments, LLC located?
Bruce G. Allen Investments, LLC is based in Denver, CO and has been SEC-registered since 2017.
Does Bruce G. Allen Investments, LLC disclose fund performance?
Bruce G. Allen Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 E Cherry Creek South Drive, Suite 640, Denver, CO 80209 |
| Phone | (303) 592-5535 |
| Fax | 303-592-5534 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$258.1Mregulatory AUM
Discretionary $255.1MNon-discretionary $3.1M