Investment adviser · CRD 310104
ALLIED ADVISORS INVESTMENT MANAGEMENT FIRM
Investment adviser filing (IA)
· Form ADV filed Jan 24, 2022
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 24, 2022. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 310104
Filing source
Form ADV 1594619 · Jan 24, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.