Allied Portfolio Management Review


Trust Score 92%
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Last updated: May 21st, 2019. Data source: SEC filings.

Allied Portfolio Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Allied Portfolio Management manages $148.7 million and provides investment advisory services for 99 clients (1:99 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,502,355
Hybrid Advisor No
Disciplinary History No
Total AUM $148.7 million
Advisor / Client Ratio 1:99
Headquarters Tucson, AZ
SEC Filings Forms and Brochures    (CRD # 113809)
State(s) Registered AZ


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