Allied Investment Advisors LLC
Legal Name: ALLIED INVESTMENT ADVISORS LLC
Full Contact Details
Allied Investment Advisors LLC
3409 TRANSTECH WAY, SUITE A, BILLINGS, MT
406-839-2035
406-839-2036
Other Info
Allied Investment Advisors LLC, legally known as ALLIED INVESTMENT ADVISORS LLC, is a Limited Liability Company based in Montana with a total of seven employees, five of whom serve in advisory roles. The number of clients they serve remains undisclosed, but their SEC status is approved with a registration date of February 13, 2014.
Home | Allied Investment Advisors | Fee-based Investment Management Service | Allied Investment Advisors | Fee-based Investment Management Service
Allied Investment Advisors is a fiduciary who grows wealth for individuals, businesses, or foundations. With a simple, fee based approach, our company does better if our clients do better.
Direct Owners
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BART WILLIAM ABY
MEMBER owns more than 10% but less than 25%
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DANIEL MICHAEL KELLY
MEMBER owns more than 10% but less than 25%
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ERIC ALLEN VERMULM
CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER owns less than 5%
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GARY ROBERT LUCAS
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Firms Located Nearby
News
- Navigating the Winds of Change: A Deep Dive into Investment Shifts from Q4 2023 to Q1 2024
- Allied Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Allied Investment Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Shifting Tides of Allied Investment Advisors' Q4 2022 vs. Q1 2023 Portfolio: An Analysis
Top Holdings
- VANGUARD WORLD FDS HEALTH CAR $13,047k
- MICROSOFT CORP $10,117k
- VANGUARD WORLD FDS $9,049k
- Apple Inc $5,831k
- PROCTER & GAMBLE CO $5,291k
- JPMORGAN CHASE & CO $5,236k
- WALMART INC COM $5,216k
- JOHNSON & JOHNSON $5,203k
- ABBOTT LABS $5,145k
- MEDTRONIC PLC $5,034k