ALLEGIS INVESTMENT ADVISORS, LLC

IDAHO FALLS, Idaho·3 registered advisors·CRD# 157314
SEC# 801-7869619800--418--1781
01

Firm Overview

AUM
$291M
Regulatory assets under management
Employees
48
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Other: SEMINAR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLEGIS INVESTMENT ADVISORS, LLC

3 registered advisors
Christopher Michael Miller
IDAHO FALLS, Idaho
Heath Shayne Bowen
IDAHO FALLS, Idaho
Peter Gerhard Klaass
IDAHO FALLS, Idaho
05

Office Locations

IDAHO FALLS, Idaho
3 advisors

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Data sourced from SEC Form ADV filings. ALLEGIS INVESTMENT ADVISORS, LLC (CRD# 157314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.