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Allos Investment Advisors, LLC

● SEC registered since 2011CRD 155541SEC# 801-72028Overland Park, KS
Export (members)
Reg. AUM
$59.8M
Employees
8
Accounts
745
Location
Overland Park, KS

Allos Investment Advisors, LLC assets under management

Allos Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2011. It reports $59.8 million in regulatory assets under management and employs 8 people.

Allos Investment Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Searcy Financial Services, Inc. ControlMember And Parent CompanyOver 75%2010
Tamara Sue Stelting ControlChief Compliance OfficerUnder 5%2024
Jessica Ann Kmetty ControlPrincipal2010
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Frequently asked questions

How much does Allos Investment Advisors, LLC manage?

Allos Investment Advisors, LLC reports $59.8 million in regulatory assets under management on its Form ADV.

How many employees does Allos Investment Advisors, LLC have?

Allos Investment Advisors, LLC reports 8 employees.

Where is Allos Investment Advisors, LLC located?

Allos Investment Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2011.

Does Allos Investment Advisors, LLC disclose fund performance?

Allos Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12980 Foster Street, Suite 160, Overland Park, KS 66213
Phone913-948-7788
Fax877-860-9313
Office hours8:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$59.8M
Non-discretionary$0
Total (RAUM)$59.8M