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Bruce G. Allen Investments, LLC

Bruce G. Allen Investments, LLC. CRD 287859

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CRD: 287859

Bruce G. Allen Investments, LLC

Denver, CO, 80209
3035925535
brucegalleninvestments.com
$258.1M Total AUM
$255.1M Disc. AUM
11.5% 3Y CAGR
2 Employees
132 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
BridgeNorth oak
Established Date
09-29-2017
Office Locations
1

Office Locations

3200 E Cherry Creek South Drive Suite 640 Denver CO

About Bruce G. Allen Investments, LLC

Bruce G. Allen Investments, LLC is a Denver-based RIA providing financial planning and discretionary portfolio management for retirees and business owners, with a focus on retirement income planning and Social Security optimization. Portfolios are built around client goals and risk management, using a mix of public funds, ETFs, and fixed income. Custody is through Charles Schwab; brokerage services are offered via M.S. Howells & Co. (FINRA/SIPC).

Team overview

61 AVG AGE
$129.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Bridge matrix Fusion eagle North fusion

Custodian

Catalyst capital Vital optima Crest capital

Investment Themes

Pioneer Zenith Frontier vector Atlas Value meridian Legacy

Investment Vehicles

Meridian Summit

Platform

Capital catalyst

Services

Capital insight Value value Harbor crest Delta vital North prime Element Optima alpha

Technology

Bridge pathway Wave ridge

Owner & Executives

BRUCE GROSVENOR ALLEN

BRUCE GROSVENOR ALLEN

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#1397083
Ownership
75% or more
(315) 714-6814
vector.foundation@optimacapital.com
in linkedin.com/in/signal-ridge

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Contacts

A

ANNE JAWETZ SECHLER

Operations Manager

CRD
#2286361
(882) 256-6904
zenith.foundation@deltacapital.com
in linkedin.com/in/matrix-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-20-2022
03-03-2023
03-27-2024
07-21-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $255,056,067 $525,889
Non-Discretionary $3,091,555 $441,651
Total $258,147,622 $524,690

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Separately Managed Accounts

Total SMA Asset: $258,147,622

$258.1M Total SMA
Public Funds:
24.9%
Equity - Exchange:
32.0%
Municipal Bonds:
7.3%
U.S. Government/Agency:
8.2%
Cash:
27.6%
Asset class Assets Assets %
Public Funds $618,224,701 24.9%
Equity - Exchange $794,505,640 32.0%
Municipal Bonds $181,246,599 7.3%
U.S. Government/Agency $203,592,070 8.2%
Cash $685,261,116 27.6%
Total $2,482,830,126 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EAGLE VECTOR FRONTIER MERIDIAN ROS31VX63 BFM 7.52% $97,625,260
BEACON PRIME WAVE EAGLE OPTIMA 7WUMLMZMT VKEJ 6.52% $117,775,362
INSIGHT LEGACY EAGLE CATALYST PIONEER 74G8V9YWR RAHC 5.28% $113,158,929
FRONTIER CREST BRIDGE MERIDIAN XZC10CDUZ QCBL 4.24% $46,307,122
EAGLE OAK HARBOR PATHWAY 3XOKSV561 NBNO 2.25% $85,940,823
MOMENTUM VALUE MATRIX CATALYST HARBOR KQK1I5BLN KSCB 9.54% $25,145,791
GLACIER ATLAS ATLAS CATALYST HORIZON UGYYVYSEB YZETM 4.55% $88,233,888
GLACIER HARBOR CATALYST PEAK SUMMIT 01OMWAJRL UXGNF 4.48% $92,958,439

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