ALLIED CAPITAL GROUP, LLC

Overview

Allied Capital Group, LLC is organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. Ownership is held by an individual and the adviser is recorded with an “unclassified” designation; its SEC registration year is not available in the source data. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a capital allocator. It also does not appear to be a newly formed adviser. Allied Capital Group maintains an industry affiliation as a real estate broker in addition to its advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices