This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-29-2017
- Office Locations
- 2
Office Locations
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).
Reported data analysis
What the numbers show
Between July 21, 2025 and March 27, 2026, reported AUM increased 17.9%, from $219.0M to $258.1M.
Across 5 reported observations, AUM increased 38.8% between October 20, 2022 and March 27, 2026, from $186.0M to $258.1M.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 2 advisory representatives and 132 clients, or 66 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Bruce G. Allen Investments, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Bruce G. Allen Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRUCE GROSVENOR ALLEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1397083
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANNE JAWETZ SECHLER
Operations Manager
- CRD
- #2286361
Glenn Andrew Vanecek
--
- CRD
- #5882143
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,056,067 | $525,889 |
| Non-Discretionary | $3,091,555 | $441,651 |
| Total | $258,147,622 | $524,690 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Bruce G. Allen Investments, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bruce G. Allen Investments, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.