ALLIED PORTFOLIO MANAGEMENT, INC.
SEC RegisteredAllied Portfolio Management, Inc. is a leading investment management firm in Tucson, Arizona that acts as a personal CFO (Chief Financial Officer) to help our clients make wise decisions about money.
About the firm
Allied Portfolio Management, Inc. is an investment management firm based in Tucson, Arizona that acts as a personal CFO to help clients make wise decisions about money. Working closely with each client, the firm creates a path to meet their unique financial needs by allying with leading institutions worldwide to provide the best financial resources available.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management using institutional index and asset-class funds, with a passive management style focused on global diversification, low cost structure, and fee-only advisory services. The firm minimizes risk and eliminates emotion from the decision-making process through U.S. and international equity funds across major asset classes.
Who they serve
A select group of successful business owners, professionals and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $18M |
| High Net Worth Individuals | 38 | $219M |
| Charitable Organizations | 3 | $3.4M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Range minimum | 0.50% |
| Range maximum | 1.50% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLIED PORTFOLIO MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.