Allied Investment Advisors LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.5B

Discretionary

$1.5B

99% of AUM

Avg account

$617K

Accounts

2,411

Employees

Advisory reps

Firm details

Headquarters: Billings, Montana
CRD number: 159103
Registered since: February 13, 2014
Website: alliedinvest.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: HNWI52.8%
Pension & Profit Sharing Plans23.77%
Individuals12.29%
Charitable Organizations6.45%
Corporations / Businesses4.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Allied Investment Advisors LLC is an independent registered investment adviser formed in 2014 and organized as an LLC. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the publication of client-facing periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and subscription options. Allied identifies as not being an active ESG investor and is not classified as a capital allocator. Allied has been recognized repeatedly in Citywire’s "50 Growers Across America" listings, appearing on that list each year from 2021 through 2025.