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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.2M | $209.2M | $0 | 2 | 0 |
| Mar 2024 | $182.3M | $182.3M | $0 | 2 | 0 |
| Feb 2023 | $160.9M | $160.9M | $0 | 2 | 109 |
| Mar 2022 | $179.2M | $179.2M | $0 | 2 | 109 |
| Mar 2021 | $159.4M | $159.4M | $0 | 3 | 109 |
| Oct 2020 | $144.2M | $144.2M | $0 | 3 | 105 |
| Jun 2020 | $144.2M | $144.2M | $0 | 3 | 105 |
| May 2020 | $144.2M | $144.2M | $0 | 3 | 105 |
| Mar 2019 | $148.7M | $148.6M | $93.8K | 3 | 97 |
| Mar 2018 | $163.4M | $163M | $413.4K | 3 | 97 |
| Mar 2017 | $156.2M | $153M | $3.2M | 2 | 100 |
| May 2016 | $142.2M | $112.1M | $30.1M | 2 | 100 |
| May 2016 | $142.2M | $112.1M | $30.1M | 2 | 100 |
| Mar 2016 | $135M | $85.8M | $49.1M | 2 | 100 |
| Mar 2015 | $98M | $98M | $0 | 2 | 200 |
| Mar 2014 | $98.8M | $98.8M | $0 | 1 | 200 |
| Feb 2013 | $96.5M | $0 | $96.5M | 1 | 200 |
| Feb 2012 | $91.5M | $0 | $91.5M | 1 | 200 |
| Jul 2011 | $85M | $85M | $0 | 5 | -- |
| Mar 2010 | $78M | $0 | $78M | 5 | -- |
| Mar 2006 | $66.5M | $0 | $66.5M | 5 | -- |
| Sep 2005 | $62M | $0 | $62M | 5 | -- |
DateMar 2025
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees2
Clients109
DateMar 2022
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees2
Clients109
DateMar 2021
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees3
Clients109
DateOct 2020
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees3
Clients105
DateJun 2020
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees3
Clients105
DateMay 2020
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees3
Clients105
DateMar 2019
Total AUM$148.7M
Discretionary$148.6M
Non-Disc.$93.8K
Employees3
Clients97
DateMar 2018
Total AUM$163.4M
Discretionary$163M
Non-Disc.$413.4K
Employees3
Clients97
DateMar 2017
Total AUM$156.2M
Discretionary$153M
Non-Disc.$3.2M
Employees2
Clients100
DateMay 2016
Total AUM$142.2M
Discretionary$112.1M
Non-Disc.$30.1M
Employees2
Clients100
DateMay 2016
Total AUM$142.2M
Discretionary$112.1M
Non-Disc.$30.1M
Employees2
Clients100
DateMar 2016
Total AUM$135M
Discretionary$85.8M
Non-Disc.$49.1M
Employees2
Clients100
DateMar 2015
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees1
Clients200
DateFeb 2013
Total AUM$96.5M
Discretionary$0
Non-Disc.$96.5M
Employees1
Clients200
DateFeb 2012
Total AUM$91.5M
Discretionary$0
Non-Disc.$91.5M
Employees1
Clients200
DateJul 2011
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees5
Clients--
DateMar 2006
Total AUM$66.5M
Discretionary$0
Non-Disc.$66.5M
Employees5
Clients--
DateSep 2005
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees5
Clients--