Montvale, NJ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
G.B. Allen Associates, Inc.
Supported
Firm-wide stats for G.B. Allen Associates, Inc.
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.
Based on G.B. Allen Associates, Inc.
Location
85 Chestnut Ridge Road, Ste 215
Montvale NJ 07645
Advisors at this office
1
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