ALLIED PORTFOLIO MANAGEMENT, INC.
  • ALLIED PORTFOLIO MANAGEMENT, INC.
  • STEVEN LEWIS GRAHAM

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Adviser Profile

As of Date 04/10/2026
Registration SEC, Approved, 12/06/2002
Other registrations (1)
ADV Location TUCSON, AZ, United States
Contact Info 520 xxxxxxx
Websites
AUM* 240,209,300 32%
of that, discretionary 240,209,300 32%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 734,585 27%
% High Net Worth 30.65% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

240M 206M 172M 137M 103M 69M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ROBERTS GROUP CPAS Filing Date09/19/2025 Form ADV-E View Report
Accounting Firm Name ROBERTS GROUP CPAS Filing Date02/28/2025 Form ADV-E View Report
Accounting Firm Name ALLIED PORTFOLIO MANAGEMENT Filing Date09/12/2023 Form ADV-E View Report

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