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ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809 · SEC 801-61656
5987 E. GRANT ROAD, TUCSON, AZ, 85712, United States
Phone
520-296-1035
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.2M
Discretionary AUM
$240.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $17.9M |
| High net worth individuals | 38 | $219.0M |
| Pension/profit sharing plans | 3 | $3.4M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD