Allied Investment Advisors LLC

RIASEC Registered

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 organized as an LLC. The firm is SEC-registered (registered in 2014) and serves both individual & family and institutional clients. Its revenue model includes percentage-of-AUM fees alongside hourly and subscription billing options. Core advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and the publication of periodicals or newsletters. Allied reports it is not an active ESG investor and it does not act as a capital allocator. Allied has been recognized repeatedly by Citywire, appearing in its "50 Growers Across America" list for 2021–2025.