Allied Portfolio Management, Inc.
● SEC registered since 2002CRD 113809SEC# 801-61656Tucson, AZ
Reg. AUM
$240.2M
Employees
2
Accounts
327
Location
Tucson, AZ
Allied Portfolio Management, Inc. assets under management
Allied Portfolio Management, Inc. is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 2002. It reports $240.2 million in regulatory assets under management and employs 2 people.
Allied Portfolio Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Ann Graham Control | Operations - Owner | Under 5% | 1999 |
| Steven Lewis Graham Control | President / Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Allied Portfolio Management, Inc. manage?
Allied Portfolio Management, Inc. reports $240.2 million in regulatory assets under management on its Form ADV.
How many employees does Allied Portfolio Management, Inc. have?
Allied Portfolio Management, Inc. reports 2 employees.
Where is Allied Portfolio Management, Inc. located?
Allied Portfolio Management, Inc. is based in Tucson, AZ and has been SEC-registered since 2002.
Does Allied Portfolio Management, Inc. disclose fund performance?
Allied Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5987 E. Grant Road, Tucson, AZ 85712 |
| Phone | 520-296-1035 |
| Office hours | 8a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$240.2Mregulatory AUM
Discretionary $240.2M