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ALLIED INVESTMENT ADVISORS LLC
CRD 159103 · SEC 801-79202
3409 TRANSTECH WAY, SUITE A, BILLINGS, MT, 59102, United States
Phone
406-839-2037
Fax
406-839-2036
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.47B
Team
12 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 646 | $182.9M |
| High net worth individuals | 307 | $785.7M |
| Pension/profit sharing plans | 77 | $353.6M |
| Charitable organizations | 14 | $95.9M |
| Corporations/business entities | 27 | $69.8M |
States served
AK, AZ, CA, CO, ID, MT, NE, ND, TN, WY, WA, TX, SD
All web addresses on file
Official SEC filing: View on IAPD