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Mark Irvin Allen

Investment adviser representative at Bull Street Advisors
25 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$271.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Bull Street Advisors, LLCMay 2019 to now
  2. Minis & Co., Inc.Mar 2001 to Apr 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 4 states (AL, GA, PA, TX).

Bull Street Advisors

Legal name: Bull Street Advisors, LLC

$271.9MAssets managed
109Clients
1Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2410852
Firm CRD
304058
Advisor's SEC record (opens in a new tab)
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