Bruce G. Allen Investments, LLC

Overview

Bruce G. Allen Investments, LLC is an SEC registered investment adviser based in Denver, CO, registered since 2017. It reports $258M in assets under management across 492 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$258M

Discretionary

99%

Accounts

492

Average account

$525K

Employees

2

Advisory reps

2

Registered since

2017

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Bruce Grosvenor Allen Managing Member, Chief Compliance Officer CRD 1397083

Advisory reps 2 of 2

• Bruce Grosvenor Allen Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1397083
• Anne J Sechler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2286361

Location

Headquarters

3200 E Cherry Creek South Dr Ste 640
Denver, CO 80209

County

Denver

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: brucegalleninvestments.com

Every state, with registration dates

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