G. ALLEN FINANCIAL INC.

G. ALLEN FINANCIAL INC. of SANTA FE, NM is an SEC-registered investment adviser (CRD 119180). Regulatory assets under management: $101.0M.

Registration

• CRD: 119180
• Type: Registered investment adviser
• Location: 300 PASEO DE PERALTA, SANTA FE, NM, 87501
• Phone: 505-466-3550
• Latest filing: 2026-02-17
• Regulatory AUM: $101.0M
• Discretionary AUM: $101.0M
• Clients: 2
• Accounts: 140

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search