|
⚲
|
| Allied Portfolio Management Inc
✚
| |
|---|---|
| CRD # | 113809 |
| SEC # | 801-61656 |
| CIK # | |
| AUM | $182.3 MM (2024-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 520-296-1035 |
| Address | 5987 E Grant Road Tucson, AZ 85712 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 47.7 |
| (b) Individuals (high net worth individuals) | 38 | 133.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 182.3 |
| By Discretionary | ||
| Discretionary | 316 | 182.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 316 | 182.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.3 | |
| Total | 316 | 182.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
CornerStone Advisors LLC
✚
|
AR | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Burnett Financial Group Inc
✚
|
OK | 0.2 |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Financial Navigators Inc
✚
|
MA | 0.2 |
|
Classic Asset Management LLC
✚
|
ND | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |