| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart William Aby Control | Member | 10-25% | 2011 |
| Daniel M Kelly Rev Trust | Member | 10-25% | 2022 |
| Eric Allen Vermulm Control | Chief Investment Officer And Chief Operating Officer, Member | 5-10% | 2018 |
Allied Investment Advisors LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Allied Investment Advisors LLC reports 10 employees.
Allied Investment Advisors LLC is based in Billings, MT and has been SEC-registered since 2014.
Allied Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3409 Transtech Way, Suite a, Billings, MT 59102 |
| Phone | 406-839-2037 |
| Fax | 406-839-2036 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.12B |
| Non-discretionary | $17.4M |
| Total (RAUM) | $1.13B |