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Allied Portfolio Management, Inc.

● SEC registered since 2002CRD 113809SEC# 801-61656Tucson, AZ
Export (members)
Reg. AUM
$209.2M
Employees
2
Accounts
332
Location
Tucson, AZ

Allied Portfolio Management, Inc. assets under management

Allied Portfolio Management, Inc. is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 2002. It reports $209.2 million in regulatory assets under management and employs 2 people.
www.alliedportfolio.comView on SEC.gov ↗

Allied Portfolio Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Julie Ann Graham ControlOperations - OwnerUnder 5%1999
Steven Lewis Graham ControlPresident / Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Allied Portfolio Management, Inc. manage?

Allied Portfolio Management, Inc. reports $209.2 million in regulatory assets under management on its Form ADV.

How many employees does Allied Portfolio Management, Inc. have?

Allied Portfolio Management, Inc. reports 2 employees.

Where is Allied Portfolio Management, Inc. located?

Allied Portfolio Management, Inc. is based in Tucson, AZ and has been SEC-registered since 2002.

Does Allied Portfolio Management, Inc. disclose fund performance?

Allied Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5987 E. Grant Road, Tucson, AZ 85712
Phone520-296-1035
Office hours8a.m. - 3p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$209.2M
Non-discretionary$0
Total (RAUM)$209.2M