← Back to searchVisit website
ALLOS INVESTMENT ADVISORS, LLC
CRD 155541 · SEC 801-72028
12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, 66213, United States
Phone
913-948-7788
Fax
877-860-9313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$73.6M
Discretionary AUM
$73.6M
Team
9 total employees; 9 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 375 | $61.4M |
| High net worth individuals | 7 | $12.0M |
States served
AZ, AR, CA, CO, GA, ID, KS, NE, OR, SC, UT, VA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD