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ALLIED INVESTMENTS
ALLIED INVESTMENTS OF TENNESSEE, LLC
CRD 314512
532 PRINCETON ROAD, JOHNSON CITY, TN, 37601, United States
Phone
423-850-4050
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$91.9M
Discretionary AUM
$91.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $19.1M |
| High net worth individuals | 35 | $66.1M |
All web addresses on file
Official SEC filing: View on IAPD