ALLIED INVESTMENT ADVISORS LLC (CRD# 159103) is an SEC-Registered Investment Advisor (RIA), headquartered in Billings, MT. The SEC approved the firm to operate as an RIA in Feb 2014. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $307.9 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ALLIED INVESTMENT ADVISORS LLC also reported in Mar 2018:
  • 7 employees, with 5 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALLIED INVESTMENT ADVISORS LLC has no disclosure events reported to the SEC at this time.

View ALLIED INVESTMENT ADVISORS LLC's most recent Form ADV filing

ALLIED INVESTMENT ADVISORS LLC has Notice Filings with the following State Securities Authorities: AZ-Jan 2018, MT-Feb 2014, ND-Oct 2015, TX-Nov 2014, WA-Apr 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.