Hedge Fund
    Manages Private Funds

    G. Allen Financial Inc.

    Registered investment advisor · Santa Fe, New Mexico · CRD #119180

    Assets Under Management
    $101M
    Client Accounts
    140
    Employees
    2
    CRD Number
    119180
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About G. Allen Financial Inc.

    G. Allen Financial Inc. is a registered investment advisory firm headquartered in Santa Fe, New Mexico, managing approximately $101M in regulatory assets across 140 client accounts. The firm's full regulatory record is filed with the SEC under CRD #119180.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is G. Allen Financial Inc.'s AUM?

    G. Allen Financial Inc. reports approximately $101M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is G. Allen Financial Inc. headquartered?

    G. Allen Financial Inc. is headquartered in Santa Fe, New Mexico.

    What is G. Allen Financial Inc.'s CRD number?

    G. Allen Financial Inc.'s CRD number is 119180. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does G. Allen Financial Inc. manage?

    G. Allen Financial Inc. manages approximately 140 client accounts according to its latest SEC filing.

    Is G. Allen Financial Inc. SEC registered?

    G. Allen Financial Inc. is registered as a STATE investment adviser.

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