Overview
Assets Under Management: $291 million
Headquarters: IDAHO FALLS, ID
High-Net-Worth Clients: 143
Average Client Assets: $0.6 million
Frequently Asked Questions
ALLEGIS INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157314), ALLEGIS INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ALLEGIS INVESTMENT ADVISORS, LLC is headquartered in IDAHO FALLS, ID.
ALLEGIS INVESTMENT ADVISORS, LLC serves 143 high-net-worth clients according to their SEC filing dated May 10, 2018. View client details ↓
According to their SEC Form ADV, ALLEGIS INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ALLEGIS INVESTMENT ADVISORS, LLC manages $291 million in client assets according to their SEC filing dated May 10, 2018.
According to their SEC Form ADV, ALLEGIS INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.89%
Average Client Assets: $0.6 million
Total Client Accounts: 2,296
Discretionary Accounts: 1,513
Non-Discretionary Accounts: 783
Regulatory Filings
CRD Number: 157314
Filing ID: 1210749
Last Filing Date: 2018-05-10 17:20:00