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ALLIED INVESTMENT ADVISORS LLC
BILLINGS, MT
406-839-2037
SEC #801-79202Total AUM
$1.5B
Employees
12Clients
1,071Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3409 TRANSTECH WAY
SUITE A
BILLINGS
MT 59102
United States
SUITE A
BILLINGS
MT 59102
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
406-839-2037
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
2,411Discretionary
$1.5B
Accounts
2,388Non-Discretionary
$20.5M
Accounts
23
Clients
Individual Clients
646AUM
$182.9M
HNW Individual Clients
307AUM
$785.7M
Pension/Profit Sharing Plan Clients
77AUM
$353.6M
Charitable Organization Clients
14AUM
$95.9M
Corporation or Business Clients
27AUM
$69.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
AKAZCACOIDMTNDNESDTNTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.