G.b. Allen Associates, Inc.

G.b. Allen Associates, Inc. (CRD# 112737) is a financial advisory firm headquartered in Paramus, NJ. They manage $60,000,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at G.b. Allen Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
George B. Allen
CRD#: 1284859
140 Rt 17 N., Ste. 350, Paramus, NJ 07652
93
Wealthminder
score

George Allen (CRD# 1284859) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Paramus, NJ and has over 31 years of experience in the finance industry.

2
Anne K. Castro
CRD#: 6116245
140 Rt. 17 North, Ste. 350, Paramus, NJ 07652
90
Wealthminder
score

Anne Castro (CRD# 6116245) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Paramus, NJ and has over 3 years of experience in the finance industry.

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