Allied Portfolio Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated April 10, 2026, reports $240M in regulatory assets under management, 2 employees, and 327 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
83
2
HNWI
30.6%
38
3
Pension Plans
2.4%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of April 10, 2026
Discretionary100.0%
$240M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$240M
Total Accounts327
10Y AUM Change+$84M (+53.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.