BRUCE G. ALLEN INVESTMENTS, LLC
CRD #287859 SEC #801-111789 DENVER, CO (303) 592-5535
SEC Registered
Total AUM
$219M
Discretionary
$219M
Employees
2
Clients
0
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $219M | $219M | $0 | 2 | 0 |
| Mar 2025 | $219M | $219M | $0 | 2 | 0 |
| Mar 2024 | $210.5M | $210.5M | $0 | 2 | 13 |
| Mar 2023 | $186M | $186M | $0 | 2 | 0 |
| Oct 2022 | $186M | $186M | $0 | 2 | 0 |
| Mar 2022 | $186M | $186M | $0 | 2 | 0 |
| Nov 2021 | $186.9M | $161.7M | $25.1M | 2 | 0 |
| Mar 2021 | $186.9M | $161.7M | $25.1M | 2 | 0 |
| Jun 2020 | $195.8M | $173M | $22.8M | 2 | 0 |
| Mar 2020 | $195.8M | $173M | $22.8M | 2 | 0 |
| Jun 2019 | $147.6M | $124.1M | $23.4M | 2 | 0 |
| Apr 2019 | $147.6M | $124.1M | $23.4M | 2 | 0 |
| Feb 2019 | $147.6M | $124.1M | $23.4M | 2 | 0 |
| Sep 2018 | $156.8M | $131.3M | $25.5M | 2 | 0 |
| Feb 2018 | $156.8M | $131.3M | $25.5M | 2 | 0 |
| Jan 2018 | $156.8M | $131.3M | $25.5M | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees2
Clients13
DateMar 2023
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$186.9M
Discretionary$161.7M
Non-Disc.$25.1M
Employees2
Clients0
DateMar 2021
Total AUM$186.9M
Discretionary$161.7M
Non-Disc.$25.1M
Employees2
Clients0
DateJun 2020
Total AUM$195.8M
Discretionary$173M
Non-Disc.$22.8M
Employees2
Clients0
DateMar 2020
Total AUM$195.8M
Discretionary$173M
Non-Disc.$22.8M
Employees2
Clients0
DateJun 2019
Total AUM$147.6M
Discretionary$124.1M
Non-Disc.$23.4M
Employees2
Clients0
DateApr 2019
Total AUM$147.6M
Discretionary$124.1M
Non-Disc.$23.4M
Employees2
Clients0
DateFeb 2019
Total AUM$147.6M
Discretionary$124.1M
Non-Disc.$23.4M
Employees2
Clients0
DateSep 2018
Total AUM$156.8M
Discretionary$131.3M
Non-Disc.$25.5M
Employees2
Clients0
DateFeb 2018
Total AUM$156.8M
Discretionary$131.3M
Non-Disc.$25.5M
Employees2
Clients0
DateJan 2018
Total AUM$156.8M
Discretionary$131.3M
Non-Disc.$25.5M
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0