# ALLIED PORTFOLIO MANAGEMENT, INC.

ALLIED PORTFOLIO MANAGEMENT, INC. of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 113809
- Type: SEC-registered investment adviser
- SEC file number: 801-61656
- Location: 5987 E. GRANT ROAD, TUCSON, AZ, 85712
- Phone: 520-296-1035
- Latest filing: 2026-04-10
- Regulatory AUM: $240.2M
- Discretionary AUM: $240.2M
- Clients: 2
- Accounts: 327

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Julie Ann Graham | OPERATIONS - OWNER | — |
| Steven Lewis Graham | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| GRAHAM JULIE ANN | CHIEF COMPLIANCE OFFICER; OPERATIONS - OWNER; SECRETARY (+1 more) | — |
| GRAHAM STEVEN LEWIS | PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT/OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113809/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113809/similar
- Related entities: https://search.stillhousedata.com/firm/113809/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113809

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.