Allied Investment Advisors LLC

Allied Investment Advisors LLC (CRD# 159103) is a financial advisory firm headquartered in Billings, MT. They manage $202,698,647 in 802 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    802
    ACCOUNTS
  • Average Account Value
    $252,741
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, ND, TX, WA

Financial Advisors at Allied Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gary R. Lucas
CRD#: 2059364
1648 Poly Drive, Suite 102, Billings, MT 59102
96
Wealthminder
score

Gary Lucas (CRD# 2059364) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 26 years of experience in the finance industry.

2
Bart W. Aby
CRD#: 4974354
1648 Poly Drive, Suite 102, Billings, MT 59102
93
Wealthminder
score

Bart Aby (CRD# 4974354) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 10 years of experience in the finance industry.

3
Kellie R. Hirsch
CRD#: 5689828
1648 Poly Drive, Suite 102, Billings, MT 59102
93
Wealthminder
score

Kellie Hirsch (CRD# 5689828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 7 years of experience in the finance industry.

4
Brock O. Baker
CRD#: 6578314
1648 Poly Drive, Suite 102, Billings, MT 59102
87
Wealthminder
score

Brock Baker (CRD# 6578314) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.

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