RIA Intel›Advisers›New Jersey›G.B. ALLEN ASSOCIATES, INC.

G.B. ALLEN ASSOCIATES, INC.

Advisory

MONTVALE, NJ

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in NJ
#674
of 775 advisers by AUM
AUM change, 1 year
+12.5%
62nd percentile in NJ
AUM CAGR, 3 year
+7.8%
compound annual growth
Average account
$2M
across 35 accounts
AUM per adviser
$31M
2 advisers
Filing history
15
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$61M
1-Year AUM Growth
+12.5%
3-Year CAGR
+7.8%
Employees
2
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingDec 17, 2001
Latest FilingMar 11, 2026
Full AUM trend chart and 15 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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