ALLIED INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$617K
Accounts
2,411
Employees
12
Advisory reps
12

Firm details

Headquarters
BILLINGS, Montana
CRD number
159103
Registered since
February 13, 2014
Website
alliedinvest.net
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees
Client types
  • HNWI52.8%
  • Pension & Profit Sharing Plans23.77%
  • Individuals12.29%
  • Charitable Organizations6.45%
  • Corporations / Businesses4.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Allied Investment Advisors LLC is an independent, SEC‑registered registered investment adviser that began filings in 2014 and operates as a limited liability company. The firm serves both individual and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and publishes periodicals or newsletters. Its fee arrangements include asset‑based fees, hourly charges and subscription fees. Allied reports it is not an active ESG investor. Citywire has recognized the firm on its "50 Growers Across America" list each year from 2021 through 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 4%, US Government Bonds 3%, State & Local Bonds 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • ERIC VERMULM

    CIO and COOCRD 4839172

  • MICHELE WHITE

    Chief Compliance OfficerCRD 7714669

Contacts

3 of 10

  • BART ABY

    PrincipalCRD 4974354

  • SARAH SIDERIUS

    Director of Retirement Plan ServicesCRD 2825077

  • KELLIE HIRSCH

    Operations ManagerCRD 5689828

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$155M in ETFs

Passive

100%

$154M

Active

<1%

$620K

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)SchwabPassiveLarge Value$55.7M1,816,62535.94%
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Location

Primary office

BILLINGS, MT

YELLOWSTONE

Location

BILLINGS, MT

Headquartered in BILLINGS, MT, in the West of the United States.

Region
West
County
YELLOWSTONE
Address
3409 Transtech Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth