Home
›
Firms
›
ALLIED INVESTMENT ADVISORS LLC
ALLIED INVESTMENT ADVISORS LLC
BILLINGS, Montana
·
5 registered advisors
·
CRD# 159103
SEC# 801-79202
1
406-839-2037
01
Firm Overview
AUM
$912M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Fixed fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALLIED INVESTMENT ADVISORS LLC
5 registered advisors
Bart William Aby
BILLINGS, Montana
CRD# 4974354
Eric Allen Vermulm
BILLINGS, Montana
CRD# 4839172
Gary Robert Lucas
BILLINGS, Montana
CRD# 2059364
Lisa Watson
BILLINGS, Montana
CRD# 7271822
Michele White
BILLINGS, Montana
CRD# 7714669
05
Office Locations
BILLINGS, Montana
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ALLIED INVESTMENT ADVISORS LLC (CRD# 159103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.