Allied Portfolio Management, Inc.
Allied Portfolio Management, Inc. is an SEC-registered wealth manager in Tucson, AZ with $240.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Allied Portfolio Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113809, SEC 801-61656, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $240.2M (2026-04-10)
- Firm type
- Wealth Manager
- Location
- Tucson, AZ
- Employees
- 2
- Clients
- 124
- CRD
- 113809
- Ownership
- GRAHAM, JULIE, ANN; GRAHAM, STEVEN, LEWIS
How much AUM does Allied Portfolio Management, Inc. have?
Allied Portfolio Management, Inc. reported $240.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Allied Portfolio Management, Inc.?
Disclosed owners and executives of Allied Portfolio Management, Inc. include GRAHAM, JULIE, ANN, GRAHAM, STEVEN, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.