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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $17.4M | 10 | 0 |
| Feb 2025 | $1.1B | $1.1B | $17.4M | 10 | 0 |
| Feb 2025 | $1.1B | $1.1B | $17.4M | 10 | 0 |
| Feb 2024 | $911.8M | $895.8M | $16.1M | 12 | 0 |
| Feb 2024 | $911.8M | $895.8M | $16.1M | 12 | 0 |
| Apr 2023 | $734.3M | $721.3M | $13M | 12 | 0 |
| Mar 2023 | $734.3M | $721.3M | $13M | 12 | 0 |
| Mar 2023 | $734.3M | $721.3M | $13M | 12 | 0 |
| Jan 2023 | $666.9M | $661M | $5.9M | 10 | 0 |
| Nov 2022 | $666.9M | $661M | $5.9M | 10 | 0 |
| Mar 2022 | $666.9M | $661M | $5.9M | 10 | 0 |
| Aug 2021 | $495.5M | $492.8M | $2.7M | 7 | 0 |
| Apr 2021 | $495.5M | $492.8M | $2.7M | 7 | 0 |
| Mar 2021 | $495.5M | $492.8M | $2.7M | 7 | 0 |
| Feb 2021 | $495.5M | $492.8M | $2.7M | 7 | 0 |
| Jan 2021 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| Jun 2020 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| Jun 2020 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| May 2020 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| Mar 2020 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| Feb 2020 | $419.1M | $416.5M | $2.6M | 6 | 0 |
| Oct 2019 | $333.5M | $331.3M | $2.3M | 7 | 0 |
| Sep 2019 | $333.5M | $331.3M | $2.3M | 7 | 0 |
| Feb 2019 | $333.5M | $331.3M | $2.3M | 7 | 0 |
| Nov 2018 | $307.9M | $305.3M | $2.6M | 7 | 0 |
| Mar 2018 | $307.9M | $305.3M | $2.6M | 7 | 0 |
| Feb 2018 | $307.9M | $305.3M | $2.6M | 6 | 0 |
| Jan 2018 | $307.9M | $305.3M | $2.6M | 6 | 0 |
| Aug 2017 | $232.1M | $231.4M | $618.1K | 5 | 400 |
| Aug 2017 | $232.1M | $231.4M | $618.1K | 5 | 400 |
| Feb 2017 | $232.1M | $231.4M | $618.1K | 5 | 400 |
| Nov 2016 | $202.7M | $202.1M | $623.2K | 5 | 400 |
| Mar 2016 | $202.7M | $202.1M | $623.2K | 5 | 400 |
| Oct 2015 | $180.4M | $180.1M | $340.9K | 3 | 400 |
| Sep 2015 | $180.4M | $180.1M | $340.9K | 3 | 400 |
| Apr 2015 | $180.4M | $180.1M | $340.9K | 3 | 400 |
| Feb 2015 | $180.4M | $180.1M | $340.9K | 3 | 400 |
| Nov 2014 | $150.6M | $150.3M | $381K | 4 | 300 |
| May 2014 | $150.6M | $150.3M | $381K | 4 | 300 |
| Feb 2014 | $150.6M | $150.3M | $381K | 4 | 300 |
| Feb 2014 | $150.6M | $150.3M | $381K | 4 | 300 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$17.4M
Employees10
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$17.4M
Employees10
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$17.4M
Employees10
Clients0
DateFeb 2024
Total AUM$911.8M
Discretionary$895.8M
Non-Disc.$16.1M
Employees12
Clients0
DateFeb 2024
Total AUM$911.8M
Discretionary$895.8M
Non-Disc.$16.1M
Employees12
Clients0
DateApr 2023
Total AUM$734.3M
Discretionary$721.3M
Non-Disc.$13M
Employees12
Clients0
DateMar 2023
Total AUM$734.3M
Discretionary$721.3M
Non-Disc.$13M
Employees12
Clients0
DateMar 2023
Total AUM$734.3M
Discretionary$721.3M
Non-Disc.$13M
Employees12
Clients0
DateJan 2023
Total AUM$666.9M
Discretionary$661M
Non-Disc.$5.9M
Employees10
Clients0
DateNov 2022
Total AUM$666.9M
Discretionary$661M
Non-Disc.$5.9M
Employees10
Clients0
DateMar 2022
Total AUM$666.9M
Discretionary$661M
Non-Disc.$5.9M
Employees10
Clients0
DateAug 2021
Total AUM$495.5M
Discretionary$492.8M
Non-Disc.$2.7M
Employees7
Clients0
DateApr 2021
Total AUM$495.5M
Discretionary$492.8M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2021
Total AUM$495.5M
Discretionary$492.8M
Non-Disc.$2.7M
Employees7
Clients0
DateFeb 2021
Total AUM$495.5M
Discretionary$492.8M
Non-Disc.$2.7M
Employees7
Clients0
DateJan 2021
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateJun 2020
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateJun 2020
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateMay 2020
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2020
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateFeb 2020
Total AUM$419.1M
Discretionary$416.5M
Non-Disc.$2.6M
Employees6
Clients0
DateOct 2019
Total AUM$333.5M
Discretionary$331.3M
Non-Disc.$2.3M
Employees7
Clients0
DateSep 2019
Total AUM$333.5M
Discretionary$331.3M
Non-Disc.$2.3M
Employees7
Clients0
DateFeb 2019
Total AUM$333.5M
Discretionary$331.3M
Non-Disc.$2.3M
Employees7
Clients0
DateNov 2018
Total AUM$307.9M
Discretionary$305.3M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2018
Total AUM$307.9M
Discretionary$305.3M
Non-Disc.$2.6M
Employees7
Clients0
DateFeb 2018
Total AUM$307.9M
Discretionary$305.3M
Non-Disc.$2.6M
Employees6
Clients0
DateJan 2018
Total AUM$307.9M
Discretionary$305.3M
Non-Disc.$2.6M
Employees6
Clients0
DateAug 2017
Total AUM$232.1M
Discretionary$231.4M
Non-Disc.$618.1K
Employees5
Clients400
DateAug 2017
Total AUM$232.1M
Discretionary$231.4M
Non-Disc.$618.1K
Employees5
Clients400
DateFeb 2017
Total AUM$232.1M
Discretionary$231.4M
Non-Disc.$618.1K
Employees5
Clients400
DateNov 2016
Total AUM$202.7M
Discretionary$202.1M
Non-Disc.$623.2K
Employees5
Clients400
DateMar 2016
Total AUM$202.7M
Discretionary$202.1M
Non-Disc.$623.2K
Employees5
Clients400
DateOct 2015
Total AUM$180.4M
Discretionary$180.1M
Non-Disc.$340.9K
Employees3
Clients400
DateSep 2015
Total AUM$180.4M
Discretionary$180.1M
Non-Disc.$340.9K
Employees3
Clients400
DateApr 2015
Total AUM$180.4M
Discretionary$180.1M
Non-Disc.$340.9K
Employees3
Clients400
DateFeb 2015
Total AUM$180.4M
Discretionary$180.1M
Non-Disc.$340.9K
Employees3
Clients400
DateNov 2014
Total AUM$150.6M
Discretionary$150.3M
Non-Disc.$381K
Employees4
Clients300
DateMay 2014
Total AUM$150.6M
Discretionary$150.3M
Non-Disc.$381K
Employees4
Clients300
DateFeb 2014
Total AUM$150.6M
Discretionary$150.3M
Non-Disc.$381K
Employees4
Clients300
DateFeb 2014
Total AUM$150.6M
Discretionary$150.3M
Non-Disc.$381K
Employees4
Clients300