A complete list of active advisors currently associated with Bruce G. Allen Investments, LLC

Warmer can help you find a great advisor at Bruce G. Allen Investments, LLC or one who fits your needs even better.

Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, retirement plan advisory, and consulting to individuals (including high‑net‑worth clients), family foundations, trusts, and employer retirement plans. The firm manages roughly $255 million in client assets and offers portfolio construction, quarterly reporting, and referrals to third‑party managers. The firm typically builds diversified portfolios using equities, bonds, mutual funds, and ETFs and applies Modern Portfolio Theory and asset‑allocation principles, with at least quarterly reviews and rebalancing. It integrates third‑party tools into the client process — including the Nitrogen risk‑tolerance platform, MoneyGuide Pro reporting, and Black Diamond performance/reporting — and will consider ESG holdings when requested. Distinctive features noted in the brochure include that the firm is also a licensed insurance agency and its advisors are registered representatives of a broker‑dealer, and it discloses that insurance and commissionable product relationships may create conflicts of interest. The firm also documents quantitative and qualitative due diligence when recommending third‑party managers, relies on third‑party data and ratings as part of that evaluation, and coordinates reporting and custody relationships through established technology and custodian arrangements.

To learn more about the advisors currently working at Bruce G. Allen Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.