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ALLEGIS INVESTMENT ADVISORS, LLC
IDAHO FALLS, ID
800--418--1781
SEC #801-78696Total AUM
$290.7M
Employees
48Clients
1,892Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
591 PARK AVE.
SUITE 101
IDAHO FALLS
ID 83402
United States
SUITE 101
IDAHO FALLS
ID 83402
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
800--418--1781
Other Offices
19
Financials
Total AUM
$290.7M
Accounts
2,296Discretionary
$204.6M
Accounts
1,513Non-Discretionary
$86.1M
Accounts
783
Clients
Individual Clients
1,740AUM
$196.9M
HNW Individual Clients
143AUM
$89.8M
Pension/Profit Sharing Plan Clients
2AUM
$1.1M
Corporation or Business Clients
7AUM
$2.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKAZCACOFLIDILINKSLAMIMOMTNCNENMNVNYOHORTXUTWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.