ALLEGIS INVESTMENT ADVISORS, LLC
CRD #157314 SEC #801-78696 IDAHO FALLS, ID 800--418--1781
SEC Registered Disclosures
Total AUM
$622.6M
Discretionary
$466.9M
Employees
73
Clients
26
Accounts
3,834
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 10, 2018
- Branch Offices
- 31
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLAASS, PETER, GERHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLAASS, PETER, GERHARD | I | MEMBER | NA | |
| KLAASS, PETER, GERHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER/CCO | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | E | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING PARTNER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| KLAASS, PETER, GERHARD | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | D | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| BOWEN, HEATH, SHAYNE | I | MANAGING MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| MILLER, CHRISTOPHER, MICHAEL | I | MEMBER | C | Control |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A | |
| KLAASS, PETER, GERHARD | I | MEMBER | A |
Registrations
Federal
IA
Apr 10, 2018 REGISTERED
Notice Filings (23)
AK AZ CA CO FL ID IL IN KS LA MI MO MT NC NE NM NV NY OH OR TX UT WA
Address
591 PARK AVE.SUITE 101
IDAHO FALLS, ID 83402
United States
Phone: 800--418--1781