G.B. Allen Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only, discretionary investment management to individuals, trusts, estates and business entities, serving both high‑net‑worth and non‑HNW clients. It manages roughly $61 million across a small client base and tailors portfolios to each client’s objectives while allowing clients to request investment restrictions.
Portfolios are primarily allocated among individual securities and are constructed using a mix of fundamental and technical analysis, with customized asset‑allocation decisions across stocks, bonds, money‑market instruments and alternatives. The adviser typically recommends qualified custodians for execution and custody but will accept client‑directed brokerage arrangements and conducts ongoing account reviews.
Distinctively, the firm’s principals also operate an affiliated CPA/accounting practice that provides tax consulting, preparation and accounting services to advisory clients under separate contractual arrangements, a relationship that is uncommon among peers. The firm’s small adviser team and principal‑led supervision support regular, hands‑on oversight and are governed by a formal code of ethics and personal‑trading policies.
Client services
Expertise
Fee options
1% of the gross value of the account calculated on an annual basis
Fee-only: Investment management services provided on a fee-only basis
Main office
See office85 Chestnut Ridge Road, Ste 215
Montvale NJ 07645
Advisors at this office
1
Offices (2)
Most active in
New Jersey
Also doing business as
Allen G B Associates Inc. · G.B. Allen Associates, Inc.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
Advisors at this firm
Anne C
Series 65
Montvale, NJ
G.B. Allen Associates, Inc.
Anne Castro is a financial advisor with G.B. Allen Associates, Inc., holding a Series 65 credential and 13 years of industry experience. She has worked at G.B. Allen Associates since 2012 and also serves as an officer of GB Allen Castro & Associates, an accounting firm she has been affiliated with since 1987. G.B. Allen Associates provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, including both high-net-worth and non-HNW clients. The firm customizes portfolios using fundamental and technical analysis, operates on a fee-only basis, and is affiliated with an accounting practice that offers tax and accounting services under separate agreements.
George A
Series 63, Series 65
Paramus, NJ
G.B. Allen Associates, Inc.
George Allen is a financial advisor at G.B. Allen Associates, Inc. with 22 years of industry experience and Series 63 and 65 licenses. He has been with G.B. Allen Associates since 1987 and is also the managing partner and president of an affiliated CPA firm, GB Allen, Castro & Associates, providing tax consulting and accounting services. G.B. Allen Associates offers fee-only, discretionary investment management to individuals, trusts, estates, and business entities, serving both high-net-worth and non-HNW clients. The firm constructs customized portfolios using fundamental and technical analysis and maintains a small adviser team with principal-led supervision.
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