Julie Graham is a control person of Allied Portfolio Management and directly owns under 5% of it.
Allied Portfolio Management is an investment adviser based in Tucson, AZ, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $240 million, as filed on 10 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4442014
- Firm
- Allied Portfolio Management · CRD 113809
- Role
- Operations - Owner
- In role since
- October 1999 · 27 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Tucson, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Graham work?
Julie Graham has been Operations - Owner of Allied Portfolio Management, Inc. since October 1999, and is a control person of the firm.
How can I verify Julie Graham’s record?
Julie Graham’s role is listed on Allied Portfolio Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 113809.