ALLEGIS ADVISORS, INC.
CRD #131242 SEC #801-68015 SALT LAKE CITY, UT 801-933-1418
SEC Registered
Total AUM
$81M
Discretionary
$0
Employees
51
Clients
10
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 1, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHARLES F. FUNKE | DE | PRESIDENT, CEO & SOLE DIRECTOR | NA | Control |
| FUNKE, CHARLES, FREDERICK | I | PRESIDENT, CEO & SOLE DIRECTOR | NA | Control |
| FUNKE, CHARLES, FREDERICK | I | PRESIDENT, CEO & SOLE DIRECTOR | NA | Control |
| FUNKE, CHARLES, FREDERICK | I | PRESIDENT, CEO & SOLE DIRECTOR | NA | Control |
| FUNKE, CHARLES, FREDERICK | I | PRESIDENT, CEO & SOLE DIRECTOR | NA | Control |
| HANCOCK, DOUGLAS, REED | I | CFO | NA | |
| HANCOCK, DOUGLAS, REED | I | CFO | NA | |
| HANCOCK, DOUGLAS, REED | I | CFO | NA | |
| HANCOCK, DOUGLAS, REED | I | CFO | NA | |
| HANCOCK, DOUGLAS, REED | I | CFO | NA | |
| LEWIS, TED, DUANE | I | CLO | NA | Control |
| LEWIS, TED, DUANE | I | CLO | NA | Control |
| LEWIS, TED, DUANE | I | CLO | NA | Control |
| LEWIS, TED, DUANE | I | CLO | NA | Control |
| LEWIS, TED, DUANE | I | CLO | NA | Control |
| ROSS, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| ROSS, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| ROSS, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| ROSS, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| ROSS, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT | NA | Control |
| STAHR, MATTHEW, GERARD | I | COO & VICE PRESIDENT | NA | Control |
| STAHR, MATTHEW, GERARD | I | COO & VICE PRESIDENT | NA | Control |
| STAHR, MATTHEW, GERARD | I | COO & VICE PRESIDENT | NA | Control |
| STAHR, MATTHEW, GERARD | I | COO & VICE PRESIDENT | NA | Control |
| STAHR, MATTHEW, GERARD | I | COO & VICE PRESIDENT | NA | Control |
| BENEFICIAL LIFE INSURANCE CO. | DE | SHAREHOLDER | E | Control |
| BENEFICIAL LIFE INSURANCE CO. | DE | SHAREHOLDER | E | Control |
| BENEFICIAL LIFE INSURANCE CO. | DE | SHAREHOLDER | E | Control |
| BENEFICIAL LIFE INSURANCE CO. | DE | SHAREHOLDER | E | Control |
| BENEFICIAL LIFE INSURANCE CO. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
Registrations
Federal
IA
Jun 1, 2007 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
150 EAST SOCIAL HALL AVENUESUITE 500
SALT LAKE CITY, UT 84136
USA
Phone: 801-933-1418