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Building 2ALLIED PORTFOLIO MANAGEMENT, INC.

Map pinTUCSON, AZ
Phone520-296-1035
NotebookSEC #801-61656
Total AUM
$240.2M
Employees
2
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5987 E. GRANT ROAD
TUCSON
AZ 85712
United States
Operating Hours
8A.M. - 3P.M.
Monday - Friday
Phone
520-296-1035

ReceiptFinancials

Total AUM
$240.2M
Accounts
327
Discretionary
$240.2M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$17.9M
HNW Individual Clients
38
AUM
$219M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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