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| Bruce G Allen Investments LLC
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|---|---|
| CRD # | 287859 |
| SEC # | 801-111789 |
| CIK # | 0002005409 |
| AUM | 258.1 M (2026-03-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-592-5535 |
| Address | 3200 E Cherry Creek South Drive Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Barclays Bank PLC | 4.7 | ||
| Sprott Physical Gold Trust | 4.0 | ||
| Apple Inc | 2.1 | ||
| General Electric Co | 1.2 | ||
| Nuveen Taxable Municipal Income Fund | 0.9 | ||
| Procter & Gamble Co | 0.8 | ||
| Johnson & Johnson | 0.8 | ||
| GE Vernova Inc | 0.8 | ||
| Royal Dutch Shell PLC | 0.7 | ||
| Verizon Communications Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 28.9 |
| (b) Individuals (high net worth individuals) | 74 | 227.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 258.1 |
| By Discretionary | ||
| Discretionary | 485 | 255.1 |
| Non-Discretionary | 7 | 3.1 |
| Total | 492 | 258.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 254.1 | |
| Total | 492 | 258.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002005409] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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