Allied Investment Advisors LLC
● SEC registered since 2014CRD 159103SEC# 801-79202Billings, MT
Reg. AUM
$1.49B
Employees
12
Accounts
2,411
Location
Billings, MT
Allied Investment Advisors LLC assets under management
Allied Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Billings, MT. The firm has been registered since 2014. It reports $1.5 billion in regulatory assets under management and employs 12 people.
Allied Investment Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart William Aby Control | Member | 10-25% | 2011 |
| Daniel M Kelly Rev Trust | Member | 10-25% | 2022 |
| Eric Allen Vermulm Control | Chief Investment Officer And Chief Operating Officer, Member | 5-10% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Allied Investment Advisors LLC manage?
Allied Investment Advisors LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Allied Investment Advisors LLC have?
Allied Investment Advisors LLC reports 12 employees.
Where is Allied Investment Advisors LLC located?
Allied Investment Advisors LLC is based in Billings, MT and has been SEC-registered since 2014.
Does Allied Investment Advisors LLC disclose fund performance?
Allied Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3409 Transtech Way, Suite a, Billings, MT 59102 |
| Phone | 406-839-2037 |
| Fax | 406-839-2036 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.49B▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.49Bregulatory AUM
Discretionary $1.47BNon-discretionary $20.5M