RIA Intel›Advisers›New Mexico›G. ALLEN FINANCIAL INC.

G. ALLEN FINANCIAL INC.

Advisory

SANTA FE, NM

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in NM

#44

of 61 advisers by AUM

Average account

$721K

across 140 accounts

AUM per adviser

$101M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, NM

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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