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George Bruce Allen

ALLEN G B ASSOCIATES INC.·PARAMUS, New Jersey
Series 22, Series 39, Series 63, Series 65Clean record21 years registeredALLEN G B ASSOCIATES INC.
140 RT. 17 NORTH, PARAMUS, NJ 07652CRD# 1284859Firm CRD# 112737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Bruce Allen · PARAMUS, NJ
Registration
CRD #1284859 · ALLEN G B ASSOCIATES INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

G.B. ALLEN ASSOCIATES, INC.
Oct 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 22
Series 39
Series 63
Series 65
Registration record
First registered · October 18, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLEN G B ASSOCIATES INC.
CRD 112737 · SEC 801-56544
AUM
$45M
Regulatory assets under management
Employees
1
90 client accounts
Services offered by ALLEN G B ASSOCIATES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLEN G B ASSOCIATES INC. →
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Frequently Asked Questions

What services does George Bruce Allen offer?
George Bruce Allen specializes in Financial Planning, Investment Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are George Bruce Allen's credentials?
George Bruce Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Bruce Allen located?
George Bruce Allen is based in PARAMUS, New Jersey, working with ALLEN G B ASSOCIATES INC.. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does George Bruce Allen charge for services?
George Bruce Allen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN G B ASSOCIATES INC.?
ALLEN G B ASSOCIATES INC. has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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