Investment adviser · CRD 157314
ALLEGIS INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
IDAHO FALLS, ID, United States · Form ADV filed Jul 23, 2018
- Regulatory AUM
- $291M Form ADV · Item 5.F
- Client accounts
- 2,296 Accounts, not individual clients
- Employees
- 48 Reported in this filing
- Advisory professionals
- 33 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,740 | $196,903,762 | 67.7% |
| High-net-worth individuals | 143 | $89,790,062 | 30.9% |
| Corporations & businesses | 7 | $2,877,116 | 1.0% |
| Retirement plans | 2 | $1,114,352 | 0.4% |
Filing source
Form ADV 1230893 · Jul 23, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Jul 23, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
591 PARK AVE., SUITE 101IDAHO FALLS, ID, 83402, United States
CRD 157314
Filing source
Form ADV 1230893 · Jul 23, 2018 · 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.