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| Happy Holidays!! thanks for using AUM13F!! |
| Allied Investment Advisors LLC
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| CRD # | 159103 |
| SEC # | 801-79202 |
| CIK # | 0001729869 |
| AUM | $1.1 B (2025-03-27) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 406-839-2037 |
| Address | 3409 Transtech Way Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.0 | ||
| J P Morgan Chase & Co | 20.1 | ||
| AAON Inc | 17.9 | ||
| Caterpillar Inc | 17.0 | ||
| Wells Fargo & Co/MN | 15.7 | ||
| Goldman Sachs Group Inc | 15.7 | ||
| United Technologies Corp /DE/ | 15.2 | ||
| Bank of America Corp /DE/ | 14.7 | ||
| Emerson Electric Co | 14.0 | ||
| Deere & Co | 13.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 149.6 |
| (b) Individuals (high net worth individuals) | 278 | 611.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 252.7 |
| (h) Charitable organizations | 13 | 85.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 35.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,138 | 1,134.6 |
| By Discretionary | ||
| Discretionary | 2,122 | 1,117.1 |
| Non-Discretionary | 16 | 17.4 |
| Total | 2,138 | 1,134.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,134.6 | |
| Total | 2,138 | 1,134.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729869] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paul Winkler Inc
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|
TN | 1.2 |
|
New England Professional Planning Group Inc
✚
|
RI | 1.2 |
|
Centennial Securities Company Inc
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MI | 1.2 |
|
Wallington Asset Management LLC
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|
IN | 1.2 |
|
Beacon Retirement Planning Services Inc
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|
TX | 1.1 |
|
Midwest Capital Advisors LLC
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|
MI | 1.1 |
|
Armstrong Fleming & Moore Inc
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|
DC | 1.1 |
|
Strategic Wealth Investment Group LLC
✚
|
1.1 | |
|
O'Brien Wealth Partners LLC
✚
|
MA | 1.1 |
|
Straightline Group LLC
✚
|
MI | 1.1 |