BRUCE G. ALLEN INVESTMENTS, LLC

370 17th Street
Suite 3580
Denver, Colorado 80202
Tel: (303) 592-5535

About BRUCE G. ALLEN INVESTMENTS, LLC

BRUCE G ALLEN INVESTMENTS, LLC, formally registered with the SEC as BRUCE G ALLEN INVESTMENTS, LLC. The firm was established in 09/29/2017. They have over 1 offices throughout the country.

BRUCE G. ALLEN INVESTMENTS, LLC is a Denver, Colorado based Financial Planning firm with nearly $210,514,027 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287859
SEC#	801-111789
Assets Managed by Firm	$210,514,027
No. of Clients	460
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	460	$210,514,027
Individuals (other than high net worth individuals)	76	$37,837,403
High net worth individuals	54	$170,794,516
Charitable organizations	Fewer than 5 clients	$1,882,108

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