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G.B. ALLEN ASSOCIATES, INC.
CRD 112737 · SEC 801-56544
85 CHESTNUT RIDGE ROAD, STE 215, MONTVALE, NJ, 07645, United States
Phone
201-262-7878
Fax
201-262-7861
Registration
— (—)
Source
State registered
Total AUM
$61.0M
Discretionary AUM
$61.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.0M |
| High net worth individuals | 15 | $53.0M |
Official SEC filing: View on IAPD