ALLIED INVESTMENT ADVISORS LLC

3409 Transtech Way
Suite A
Billings, Montana 59102
Tel: 406-839-2037

About ALLIED INVESTMENT ADVISORS LLC

ALLIED INVESTMENT ADVISORS LLC, formally registered with the SEC as ALLIED INVESTMENT ADVISORS LLC. The firm was established in 02/13/2014. They have over 2 offices throughout the country.

ALLIED INVESTMENT ADVISORS LLC is a Billings, Montana based Financial Planning firm with nearly $734,330,767 assets under management, offering retirement planning & investment advisory services to 1699 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159103
SEC#	801-79202
Assets Managed by Firm	$734,330,767
No. of Clients	1699
No. of Advisors	12

Fee Structure

A Percentage of AUM
Subscription Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1699	$734,330,767
Individuals (other than high net worth individuals)	470	$115,615,750
High net worth individuals	219	$428,999,221
Pension and profit sharing plans	55	$104,354,156
Charitable organizations	12	$59,402,050
Corporations or other businesses	18	$25,959,590

More Retirement Planning firms in Billings, Montana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$23,892,459,266	76487	600
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$4,470,755,002	2044	26
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$3,983,537,292	3611	32
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,701,274,577	1468	17
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,228,715,227	18	8

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