# Allied Portfolio Management

Allied Portfolio Management is a Bank / Wealth / Trust based in Tucson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** Tucson, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** alliedportfolio.com
- **LinkedIn:** https://www.linkedin.com/company/allied-portfolio-management

## Regulatory record

- **CRD number:** 113809
- **SEC file number:** 801-61656
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113809

## About

Allied Portfolio Management was established in 1998 as a US wealth manager and registered investment advisor. It provides financial planning and portfolio management services to individuals, trusts, and corporations. Available records contain no asset-class allocations, named holdings, geographic details, team size, or additional offices. No operational events have been identified in the last 24 months, and the firm operates without a disclosed single-family mandate or hybrid fund structure.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Allied Portfolio Management?

No named principals or CIO appear in public records.

### Does Allied Portfolio Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct holdings.

### What investment stages does Allied Portfolio Management typically target?

The firm description does not disclose stage preferences or strategy parameters.

## Related profiles

- [Allied Minds](https://altss.com/profile/allied-minds)
- [Allied Strategic Partners](https://altss.com/profile/allied-strategic-partners)

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Last updated: 2026-07-11T16:13:12.000Z

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