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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 10-01-1999
- Office Locations
- 1
Office Locations
About Allied Portfolio Management, Inc.
Allied Portfolio Management is a Tucson-based, fee-only advisory firm providing investment management and “personal CFO” style financial guidance for a select group of business owners, professionals, and retirees. The firm emphasizes low-cost, passive portfolio construction using institutional index and asset-class funds, with globally diversified allocations across U.S. and international equities designed to reduce risk and curb emotional decision-making. Custody includes Schwab.
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Owner & Executives
STEVEN LEWIS GRAHAM
Chief Compliance Officer, President
- CRD
- #1371834
- Ownership
- 75% or more
JULIE ANN GRAHAM
President
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,209,300 | $734,585 |
| Non-Discretionary | $0 | -- |
| Total | $240,209,300 | $734,585 |
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Separately Managed Accounts
Total SMA Asset: $240,209,300
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,377,952,318 | 28.1% |
| Cash | $730,657,991 | 14.9% |
| U.S. Government/Agency | $2,795,134,596 | 57.0% |
| Total | $4,903,744,905 | 100.0% |