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| Bruce G Allen Investments LLC
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|---|---|
| CRD # | 287859 |
| SEC # | 801-111789 |
| CIK # | 0002005409 |
| AUM | $219.0 M (2025-07-21) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 303-592-5535 |
| Address | 3200 Cherry Creek South Drive Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 3.7 | ||
| Barclays Bank PLC | 3.3 | ||
| Apple Inc | 1.8 | ||
| General Electric Co | 1.1 | ||
| Procter & Gamble Co | 0.9 | ||
| Nuveen Taxable Municipal Income Fund | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| J P Morgan Chase & Co | 0.7 | ||
| AT&T Inc | 0.7 | ||
| Exxon Mobil Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 40.9 |
| (b) Individuals (high net worth individuals) | 54 | 176.2 |
| (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 | 1.9 |
| (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 | 481 | 219.0 |
| By Discretionary | ||
| Discretionary | 481 | 219.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 219.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 215.3 | |
| Total | 481 | 219.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005409] |
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|---|---|---|
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Crown Oak Advisors LLC
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0.2 | |
|
Horizons Wealth Management Inc
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NC | 0.2 |
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Anchor Bay Capital Inc
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CA | 0.2 |
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Galleria Financial Advisors LLC
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GA | 0.2 |
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FDI Wealth Management LLC
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Addis & Hill Incorporated
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KRAL Financial Advisors LLC
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|
0.2 | |
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Gradient Advisors LLC
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MN | 0.2 |
|
Magnolia Capital Management Ltd
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NY | 0.2 |
|
CFO Capital Management LLC
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CT | 0.2 |