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Home > Retirement Planners > arizona > tucson > ALLIED PORTFOLIO MANAGEMENT, INC.
ALLIED PORTFOLIO MANAGEMENT, INC.
5987 E. Grant Road
Tucson, Arizona 85712
Tel: 520-296-1035
About ALLIED PORTFOLIO MANAGEMENT, INC.
ALLIED PORTFOLIO MANAGEMENT, INC, formally registered with the SEC as ALLIED PORTFOLIO MANAGEMENT, INC. The firm was established in 12/06/2002. They have over 1 offices throughout the country.
ALLIED PORTFOLIO MANAGEMENT, INC. is a Tucson, Arizona based Financial Planning firm with nearly $182,315,000 assets under management, offering retirement planning & investment advisory services to 316 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113809 |
| SEC# | 801-61656 |
| Assets Managed by Firm | $182,315,000 |
| No. of Clients | 316 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 316 | $182,315,000 |
| Individuals (other than high net worth individuals) | 79 | $47,691,890 |
| High net worth individuals | 38 | $132,971,987 |
| Pension and profit sharing plans | 3 | $1,651,123 |
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