G
CRD: 112737
G.b. Allen Associates, Inc.
Montvale, NJ, 07645
2012627878
$61.0M Total AUM
$61.0M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2004
- Office Locations
- 2
Office Locations
140 RT 17 N., Ste. 350 Paramus NJ
85 Chestnut Ridge Road STE 215 Montvale NJ
About G.b. Allen Associates, Inc.
G.b. Allen Associates, Inc. is a Montvale-based RIA with 2 offices. The firm has been operating for 21 years. Managing $61.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning.
Team overview
77 AVG AGE
$30.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
Ember wave
Investment Vehicles
Legacy Meridian eagle
Services
Prime horizon Prime vital
Owner & Executives
G
GEORGE BRUCE ALLEN
Chief Compliance Officer, President
- CRD
- #1284859
- Ownership
- 75% or more
(915) 920-1952
ember.element@frontiercapital.com
in linkedin.com/in/foundation-fusion
A
ANNE KAREN CASTRO
Owner
- CRD
- #6116245
- Ownership
- 10% but less than 25%
(756) 363-6042
legacy.vital@pioneercapital.com
in linkedin.com/in/value-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,000,000 | $500,000 |
| Non-Discretionary | $0 | -- |
| Total | $61,000,000 | $500,000 |
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Separately Managed Accounts
Total SMA Asset: $61,000,000
Equity - Exchange:
19.1% Cash:
40.3% Corporate - Investment Grade:
40.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $564,882,208 | 19.1% |
| Cash | $1,191,871,884 | 40.3% |
| Corporate - Investment Grade | $1,200,744,379 | 40.6% |
| Total | $2,957,498,471 | 100.0% |