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 $1,134,563,584 assets under management, offering retirement planning & investment advisory services to 2138 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159103
SEC#	801-79202
Assets Managed by Firm	$1,134,563,584
No. of Clients	2138
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2138	$1,134,563,584
Individuals (other than high net worth individuals)	566	$149,614,471
High net worth individuals	278	$611,499,850
Pension and profit sharing plans	69	$252,659,240
Charitable organizations	13	$85,419,646
Corporations or other businesses	24	$35,370,377

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	$36,175,333,459	86818	650
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$5,065,457,259	2813	30
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$4,812,943,447	4203	31
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,797,664,736	1529	16
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,509,082,717	22	8

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