RIA Intel›Advisers›Idaho›ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

Advisory

N·IDAHO FALLS, ID

Data as of Jul 23, 2018 · Source: SEC Form ADV

Total AUM

$291M

1-Year AUM Growth

-55.5%

3-Year CAGR

+1.9%

Employees

33

Assets Under Management

Total AUM$291M

Discretionary AUM$205M

Non-Discretionary AUM$86M

Discretionary %70.4%

Total Clients—

Team

Total Employees33

Investment Advisers48

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingOct 9, 2013

Latest FilingJul 23, 2018

🔒 Full AUM trend chart and 40 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLEGIS INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.