Allied Investment Advisors LLC
Allied Investment Advisors LLC (CRD# 159103) is a financial advisory firm headquartered in Billings, MT. They manage $911,831,543 in 1,893 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management912MILLION
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Total Number of Accounts1,893ACCOUNTS
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Average Account Value$481,686
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY
Bart Aby (CRD# 4974354) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 18 years of experience in the finance industry.
Brock Baker (CRD# 6578314) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 8 years of experience in the finance industry.
Kellie Hirsch (CRD# 5689828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 14 years of experience in the finance industry.
Gary Lucas (CRD# 2059364) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 33 years of experience in the finance industry.
Eric Vermulm (CRD# 4839172) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Conrad, MT and has over 19 years of experience in the finance industry.
Tyler Elkin (CRD# 7645366) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.
Gabe Gundlach (CRD# 7740828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.
Sarah Siderius (CRD# 2825077) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 27 years of experience in the finance industry.