ALLIED PORTFOLIO MANAGEMENT, INC.
CRD #113809 SEC #801-61656 TUCSON, AZ 520-296-1035
SEC Registered
Total AUM
$209.2M
Discretionary
$209.2M
Employees
2
Clients
10
Accounts
332
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, JULIE, ANN | I | OPERATIONS - OWNER | NA | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT/OWNER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| GRAHAM, STEVEN, LEWIS | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
AZ
Address
5987 E. GRANT ROADTUCSON, AZ 85712
United States
Phone: 520-296-1035