Bruce G. Allen Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,012,403
Clients
131
Advisors
3
of 3 employees
About
The firm advises individuals (including high‑net‑worth clients), family foundations, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, retirement‑plan advisory, and consulting services. It also assists clients in selecting and monitoring third‑party managers and provides reporting that can incorporate assets held outside the firm.
Portfolios are constructed with an emphasis on asset allocation and elements of Modern Portfolio Theory, using equities, bonds, mutual funds, and ETFs and, when appropriate, ESG selections; accounts are reviewed at least quarterly and rebalanced as needed. The firm supplements its advice with third‑party technology — for example, Nitrogen for risk‑profiling and MoneyGuide Pro for planning and comprehensive reporting.
Noteworthy distinctions disclosed in the brochure include the firm’s licensure and activity as an insurance agency and its advisers’ capacity to act as registered representatives of a broker‑dealer, with the potential to receive commissions for insurance or commissionable securities; these dual roles and related conflicts are explicitly acknowledged. The firm also relies on external administrative and reporting vendors (Black Diamond) and publicly references its SEC/IARD filings and third‑party platforms, a combination of features less common among similarly sized supported firms.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $15,000, billing and specific fees negotiated in advance
Typically less than 1.25%, varies based on size, complexity, activity, or other agreed reasons
Commissions, 12(b)-1 fees, trails, or other compensation from product sponsors resulting from securities transactions; separately charged as registered representative of M.S. Howells and insurance agency
Account minimum: $1,000,000
Main office
3200 E Cherry Creek South Drive, Suite 640
Denver CO 80209
Advisors at this office
3
Most active in
Arizona · California · Colorado · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bruce A
Series 63, Series 65
Denver, CO
Bruce G. Allen Investments, LLC
Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to founding his firm in 2017, he worked at Nations Financial Group Inc. and Cascade Financial Management. Outside of advising, Allen has been involved in wholesale business ownership and participates regularly as a guest providing market commentary on local Denver news channels. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes asset allocation informed by Modern Portfolio Theory and incorporates a variety of securities, including equities, bonds, mutual funds, ETFs, and ESG options, with accounts reviewed and rebalanced quarterly.
Glenn V
Series 63, Series 65, Series 66
Denver, CO
Bruce G. Allen Investments, LLC
Glenn Vanecek is a financial advisor at Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63, 65, and 66 designations with 14 years of industry experience. His prior roles include positions at GWFS Equities, Fidelity Brokerage Services, and J.P. Morgan Institutional Investments. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans, providing discretionary investment management, financial planning, and consulting services. The firm emphasizes asset allocation and Modern Portfolio Theory in portfolio construction, with regular account reviews and rebalancing, and utilizes third-party technology for risk profiling and comprehensive reporting.
Anne S
Series 63, Series 65
Denver, CO
Bruce G. Allen Investments, LLC
Anne Sechler is a financial advisor at Bruce G. Allen Investments, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at M.S. Howells & Co., Nations Financial Group, Inc., Morgan Stanley, and Citigroup Global Markets. Bruce G. Allen Investments, LLC advises individuals, family foundations, trusts, corporations, and retirement plans, providing discretionary investment management, financial planning, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation using Modern Portfolio Theory, incorporates ESG selections when appropriate, and supplements its advice with third-party technology for risk profiling and planning.
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