G.B. ALLEN ASSOCIATES, INC.

G.B. ALLEN ASSOCIATES, INC. of MONTVALE, NJ is an SEC-registered investment adviser (CRD 112737). Regulatory assets under management: $61.0M.

Registration

• CRD: 112737
• SEC file number: 801-56544
• Type: Registered investment adviser
• Location: 85 CHESTNUT RIDGE ROAD, MONTVALE, NJ, 07645
• Phone: 201-262-7878
• Latest filing: 2026-03-11
• Regulatory AUM: $61.0M
• Discretionary AUM: $61.0M
• Clients: 2
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search