ALLIED INVESTMENT ADVISORS LLC
CRD #159103 SEC #801-79202 BILLINGS, MT 406-839-2037
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
51
Accounts
2,138
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WATSON, LISA | I | CCO | NA | |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, MICHELE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUCAS, GARY, R. | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| LUCAS, GARY, ROBERT | I | MANAGING MEMBER | D | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| ABY, BART, WILLIAM | I | MEMBER | B | Control |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| DANIEL M KELLY REV TRUST | DE | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| KELLY, DANIEL, MICHAEL | I | MEMBER | B | |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
| VERMULM, ERIC, ALLEN | I | CHIEF INVESTMENT OFFICER AND CHIEF OPERATING OFFICER, MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F | |
| KELLY, DANIEL, MICHAEL | I | DANIEL M KELLY REV TRUST | F |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (12)
AK AZ CA CO ID MT ND NE SD TN TX WA
Address
3409 TRANSTECH WAYSUITE A
BILLINGS, MT 59102
United States
Phone: 406-839-2037