Overview
Assets Under Management: $1.1 billion
Headquarters: BILLINGS, MT
High-Net-Worth Clients: 278
Average Client Assets: $2 million
Frequently Asked Questions
ALLIED 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 #159103), ALLIED INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
ALLIED INVESTMENT ADVISORS LLC is headquartered in BILLINGS, MT.
ALLIED INVESTMENT ADVISORS LLC serves 278 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, ALLIED INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALLIED INVESTMENT ADVISORS LLC manages $1.1 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, ALLIED INVESTMENT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,138
Discretionary Accounts: 2,122
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 159103
Filing ID: 1970461
Last Filing Date: 2025-03-27 15:15:00
Website: https://alliedinvest.net