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| Allied Private Wealth
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| |
|---|---|
| CRD # | 328952 |
| SEC # | 801-129089 |
| CIK # | |
| AUM | $106.3 MM (2024-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 954-507-7811 |
| Address | 2000 Glades Rd Suite 324 Boca Raton, FL 33431 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Element Squared LLC
✚
|
MN | 0.1 |
|
Money Management Concepts Inc
✚
|
FL | 0.1 |
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |
|
Fund Advisors of America Inc
✚
|
FL | 0.1 |
|
Sierra Financial Advisory Incorporated
✚
|
CA | 0.1 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 0.1 |
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.1 |