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| Allied Investment Advisors LLC
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|
|---|---|
| CRD # | 159103 |
| SEC # | 801-79202 |
| CIK # | 0001729869 |
| AUM | $734.3 MM (2023-03-21) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 406-839-2037 |
| Address | 3409 Transtech Way Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.8 | |
| AAPL | 2,382,844.0 | 13.4 | |
| XOM | 385,508.3 | 11.0 | |
| CVX | 294,604.1 | 10.9 | |
| CAT | 99,975.7 | 9.9 | |
| LOW | 111,668.6 | 9.7 | |
| DE | 94,490.3 | 9.5 | |
| JPM | 340,169.2 | 9.2 | |
| RTX | 139,471.0 | 8.7 | |
| FDX | 62,226.1 | 8.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 131.9 |
| (b) Individuals (high net worth individuals) | 168 | 389.5 |
| (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 | 37 | 62.9 |
| (h) Charitable organizations | 11 | 58.4 |
| (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 | 16 | 24.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,493 | 666.9 |
| By Discretionary | ||
| Discretionary | 1,485 | 661.0 |
| Non-Discretionary | 8 | 5.9 |
| Total | 1,493 | 666.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.9 | |
| Total | 1,493 | 666.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729869] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.8 |
|
Means Investment Co Inc
✚
|
ME | 0.7 |
|
Consolidated Portfolio Review Corp
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|
NY | 0.7 |
|
Tufton Capital Management LLC
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|
MD | 0.7 |
|
Richard P Slaughter Associates Inc
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|
TX | 0.7 |
|
Coyle Financial Counsel LLC
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|
IL | 0.7 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.7 |
|
CGN Advisors LLC
✚
|
KS | 0.7 |
|
IMA Wealth Inc
✚
|
KS | 0.7 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.7 |