ALLIED PORTFOLIO MANAGEMENT, INC.
SEC file number 801-61656
· TUCSON, AZ
https://alliedportfolio.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$182.3M
Discretionary AUM
$182.3M
Employees
2
Clients
—
Firm
- Address
- 5987 E. GRANT ROAD
TUCSON, AZ 85712 - Phone
- —
- Website
- https://alliedportfolio.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- GMS Managed Portfolios LLC Medium name-match confidence · CIK 1125100 · NY
- Multi-Manager Portfolio, LLC Medium name-match confidence · CIK 1464988 · FL
- Allworth Management Holdings, LLC Medium name-match confidence · CIK 2142442 · CA
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Allworth Management Holdings, LLC · D · Jul 20, 2026
-
Multi-Manager Portfolio, LLC · D · Jan 7, 2026
-
GMS Managed Portfolios LLC · D · Sep 5, 2025
-
Multi-Manager Portfolio, LLC · D · Jan 7, 2025