G.b. Allen Associates, Inc.
G.b. Allen Associates, Inc. (CRD# 112737) is a financial advisory firm headquartered in Montvale, NJ. They manage $78,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
G.b. Allen Associates, Inc.
By the Numbers
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Total Assets Under Management78MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$1,560,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ
Financial Advisors at G.b. Allen Associates, Inc.
1
George Allen (CRD# 1284859) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Paramus, NJ and has over 38 years of experience in the finance industry.
2
Anne Castro (CRD# 6116245) is an Investment Advisor Representative working at G.b. Allen Associates, Inc. in Montvale, NJ and has over 11 years of experience in the finance industry.
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