This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
About Allied Investments
Allied Investments is a Johnson City, TN registered investment advisor providing customized investment management and planning focused on investing, asset protection, wealth transfer, and charitable giving. The firm operates as a fee-only fiduciary with no commissions or product sales to reduce conflicts. Public filings indicate portfolios centered on ETFs alongside public funds and investment-grade bonds, with Fidelity/NFS as custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUSTIN ARTHUR LESTER
Chief Compliance Officer, Managing Member, President
- CRD
- #5715545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,930,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,930,838 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $91,930,838
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,445,881,970 | 26.2% |
| Public Funds | $397,341,610 | 7.2% |
| Corporate - Investment Grade | $689,829,184 | 12.5% |
| Cash | $1,147,875,763 | 20.8% |
| Corporate - Non-Investment Grade | $761,571,420 | 13.8% |
| U.S. Government/Agency | $1,076,133,528 | 19.5% |
| Total | $5,518,633,475 | 100.0% |