Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453171273
SEC advisor number
801-79202
FINRA CRD number
159103
AUM ?
$911.83 mm
(as of 21 Feb 24)
Accounts
1,893
(as of 21 Feb 24)
Employees
12
(9 investment advisory or research)
Address
Allied Investment Advisors
3409 TRANSTECH WAY
SUITE A
BILLINGS
MT 59106
3409 TRANSTECH WAY
SUITE A
BILLINGS
MT 59106
Phone
406-839-2035
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22