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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $290.7M | $204.6M | $86.1M | 48 | 0 |
| May 2018 | $290.7M | $204.6M | $86.1M | 48 | 0 |
| Apr 2018 | $290.7M | $204.6M | $86.1M | 61 | 0 |
| Apr 2018 | $622.6M | $466.9M | $155.7M | 73 | 0 |
| Mar 2018 | $622.6M | $466.9M | $155.7M | 73 | 0 |
| Jan 2018 | $654M | $554M | $100M | 90 | 0 |
| Nov 2017 | $654M | $554M | $100M | 90 | 0 |
| Aug 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Aug 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Jul 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Jun 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Jun 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Apr 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Mar 2017 | $654M | $554M | $100M | 90 | 4,000 |
| Feb 2017 | $380M | $380M | $0 | 73 | 3,500 |
| May 2016 | $380M | $380M | $0 | 73 | 3,500 |
| May 2016 | $380M | $380M | $0 | 73 | 3,500 |
| Apr 2016 | $380M | $380M | $0 | 73 | 3,500 |
| Mar 2016 | $380M | $380M | $0 | 73 | 3,500 |
| Dec 2015 | $275M | $235M | $40M | 47 | 1,600 |
| Jul 2015 | $275M | $235M | $40M | 47 | 1,600 |
| Jul 2015 | $275M | $235M | $40M | 47 | 1,600 |
| Jun 2015 | $275M | $235M | $40M | 47 | 1,600 |
| Jun 2015 | $275M | $235M | $40M | 47 | 1,600 |
| Apr 2015 | $205M | $175M | $30M | 47 | 1,600 |
| Mar 2015 | $205M | $175M | $30M | 47 | 1,600 |
| Dec 2014 | $107M | $107M | $0 | 28 | 450 |
| Sep 2014 | $107M | $107M | $0 | 28 | 450 |
| Sep 2014 | $107M | $107M | $0 | 28 | 450 |
| Aug 2014 | $107M | $107M | $0 | 28 | 450 |
| Aug 2014 | $107M | $107M | $0 | 28 | 450 |
| Jul 2014 | $107M | $107M | $0 | 28 | 450 |
| May 2014 | $107M | $107M | $0 | 28 | 450 |
| Apr 2014 | $107M | $107M | $0 | 28 | 450 |
| Apr 2014 | $107M | $107M | $0 | 28 | 450 |
| Jan 2014 | $107M | $107M | $0 | 28 | 450 |
| Jan 2014 | $101.2M | $101.2M | $0 | 24 | 200 |
| Jan 2014 | $101.2M | $101.2M | $0 | 24 | 200 |
| Oct 2013 | $101.2M | $101.2M | $0 | 24 | 200 |
DateJul 2018
Total AUM$290.7M
Discretionary$204.6M
Non-Disc.$86.1M
Employees48
Clients0
DateMay 2018
Total AUM$290.7M
Discretionary$204.6M
Non-Disc.$86.1M
Employees48
Clients0
DateApr 2018
Total AUM$290.7M
Discretionary$204.6M
Non-Disc.$86.1M
Employees61
Clients0
DateApr 2018
Total AUM$622.6M
Discretionary$466.9M
Non-Disc.$155.7M
Employees73
Clients0
DateMar 2018
Total AUM$622.6M
Discretionary$466.9M
Non-Disc.$155.7M
Employees73
Clients0
DateJan 2018
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients0
DateNov 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients0
DateAug 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateAug 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateJul 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateJun 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateJun 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateApr 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateMar 2017
Total AUM$654M
Discretionary$554M
Non-Disc.$100M
Employees90
Clients4,000
DateFeb 2017
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees73
Clients3,500
DateMay 2016
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees73
Clients3,500
DateMay 2016
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees73
Clients3,500
DateApr 2016
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees73
Clients3,500
DateMar 2016
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees73
Clients3,500
DateDec 2015
Total AUM$275M
Discretionary$235M
Non-Disc.$40M
Employees47
Clients1,600
DateJul 2015
Total AUM$275M
Discretionary$235M
Non-Disc.$40M
Employees47
Clients1,600
DateJul 2015
Total AUM$275M
Discretionary$235M
Non-Disc.$40M
Employees47
Clients1,600
DateJun 2015
Total AUM$275M
Discretionary$235M
Non-Disc.$40M
Employees47
Clients1,600
DateJun 2015
Total AUM$275M
Discretionary$235M
Non-Disc.$40M
Employees47
Clients1,600
DateApr 2015
Total AUM$205M
Discretionary$175M
Non-Disc.$30M
Employees47
Clients1,600
DateMar 2015
Total AUM$205M
Discretionary$175M
Non-Disc.$30M
Employees47
Clients1,600
DateDec 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateSep 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateSep 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateAug 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateAug 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateJul 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateMay 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateApr 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateApr 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateJan 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees28
Clients450
DateJan 2014
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees24
Clients200
DateJan 2014
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees24
Clients200
DateOct 2013
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees24
Clients200