Allied Portfolio Management, Inc.
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 124
- Avg AUM / client
- $1.9M
- Accounts
- 327
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 83 | $17.9M | 7.43% |
| High net worth individuals | 38 | $219M | 91.2% |
| Pension and profit sharing plans | 3 | $3.4M | 1.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Graham, Julie, Ann | Operations Owner | Oct 1999 (27y) | Less than 5% | |
| Steven Lewis Graham | President / Chief Compliance Officer | Oct 1999 (27y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗