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Allen William Claibourne (Centennial)


Allen William Claibourne is an internet adviser based in Centennial. It manages $29.24 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2001.

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Allen William Claibourne provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allen William Claibourne: assets under management

The assets under management (AUM) of Allen William Claibourne is $29.24 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.9 million in discretionary accounts and $7.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $486.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.05 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allen William Claibourne for their services and products based on subscription fees, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Centennial

The principal office where Allen William Claibourne performs its advisory services is located at 7325 S Jackson Street, Centennial, CO 80122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-804-0507 or by fax 303-804-0513. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at clayallen.com.


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