Unclaimed Profile

Bart William Aby

ALLIED INVESTMENT ADVISORS LLC·BILLINGS, Montana

Series 65Clean record20 years registeredALLIED INVESTMENT ADVISORS LLC

3409 TRANSTECH WAY, BILLINGS, MT 59102CRD# 4974354Firm CRD# 159103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart William Aby · BILLINGS, MT

Registration

CRD #4974354 · ALLIED INVESTMENT ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

ALLIED INVESTMENT ADVISORS LLC

Dec 2011 – present

DMKC ADVISORY SERVICES, LLC

Feb 2009 – Feb 2012

BILLINGS, MT

INVESTMENT MANAGEMENT GROUP

Jan 2006 – Jan 2009

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIED INVESTMENT ADVISORS LLC

CRD 159103 · SEC 801-79202

AUM

$912M

Regulatory assets under management

Employees

1,893 client accounts

Services offered by ALLIED INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLIED INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Bart William Aby offer?

Bart William Aby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.

What are Bart William Aby's credentials?

Bart William Aby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart William Aby located?

Bart William Aby is based in BILLINGS, Montana, working with ALLIED INVESTMENT ADVISORS LLC. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Bart William Aby charge for services?

Bart William Aby's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIED INVESTMENT ADVISORS LLC?

ALLIED INVESTMENT ADVISORS LLC has approximately 12 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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