RIA Intel›Advisers›California›ALLIED VALUE, LLC

ALLIED VALUE, LLC

Advisory

SAN FRANCISCO, CA

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in CA
#4,989
of 5,480 advisers by AUM
Average account
$364K
across 11 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

OWLSENSE WEALTH & LEGACY ADVISORS LLC
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$4M
INVESTMENT & FINANCIAL MANAGEMENT GROUP LLC
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$4M
GROVE ADVISORS LLC
SAN FRANCISCO, CA
$4M
API CAPITAL, LLC
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PRIVATE CLIENT ADVISORS, LLC
SAN JOSE, CA
$4M
-19.7% 1Y

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