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Building 2BRUCE G. ALLEN INVESTMENTS, LLC

Map pinDENVER, CO
Phone(303) 592-5535
NotebookSEC #801-111789
Total AUM
$258.1M
Employees
2
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 E CHERRY CREEK SOUTH DRIVE
SUITE 640
DENVER
CO 80209
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
(303) 592-5535

ReceiptFinancials

Total AUM
$258.1M
Accounts
492
Discretionary
$255.1M
Accounts
485
Non-Discretionary
$3.1M
Accounts
7

ContactClients

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Individual Clients
57
AUM
$28.9M
HNW Individual Clients
74
AUM
$227.2M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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