RIA Intel›Advisers›Arizona›ALLIED PORTFOLIO MANAGEMENT, INC.

ALLIED PORTFOLIO MANAGEMENT, INC.

Advisory

N·TUCSON, AZ

Data as of Apr 10, 2026 · Source: SEC Form ADV

Total AUM
$240M
1-Year AUM Growth
+13.3%
3-Year CAGR
+4.5%
Employees
1
Assets Under Management
Total AUM$240M
Discretionary AUM$240M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingNov 29, 2002
Latest FilingApr 10, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 24+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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