Allied Portfolio Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$236,855,500
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
121
31% high-net-worth
Advisors
1
of 2 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$1,957,483
About
Allied Portfolio Management provides portfolio management and related financial planning to individuals, trusts, estates, charitable organizations, foundations, and corporate pension or profit‑sharing plans. The firm offers both discretionary and non‑discretionary management, periodic portfolio reporting, and ad hoc financial consultations, and manages roughly $209 million across about 137 client relationships.
The firm implements a structured, asset‑class approach grounded in Modern Portfolio Theory, using diversified exposures to institutional funds and ETFs, periodic rebalancing, and a long‑term investment horizon. Strategies are customized to clients’ income, wealth, retirement timing and risk tolerance, and the firm also offers management through Schwab’s Institutional Intelligent Portfolios platform for certain clients, including automated rebalancing and optional tax‑loss harvesting.
Distinctive characteristics include a relatively high concentration of assets per advisor for a small advisory team, which is uncommon among peers in this category. The firm also accepts limited custody when acting as successor trustee for client trusts—subject to annual independent “surprise” audits—and combines personalized advisor relationships with selected automated investment tools.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Tax-loss harvesting
Passive / index investing
Fee options
null - null: 0.50% to 1.50% annually depending on size and complexity of account
Up to $150 per hour for consultations, depending on complexity
Main office location
Allied Portfolio Management, Inc.
5987 E. Grant Road
Tucson AZ 85712, United States
Number of offices
1
Most active in
Allied Portfolio Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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