Overview
Assets Under Management: $182 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 35
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.62
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 113809
Last Filing Date: 2024-03-26 00:00:00
Website: https://alliedportfolio.com