Steven Graham
Allied Portfolio Management · Tucson, Arizona
Steven Graham is a fee-only financial advisor at Allied Portfolio Management in Tucson, Arizona. Allied Portfolio Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Steven →
Facts
| Firm | Allied Portfolio Management |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $240.2M across 327 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 1371834 |
| Exams passed | Series 63 (1985) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alliedportfolio.com |
| Profile |
How Steven's firm compares
- Allied Portfolio Management's average account is about $735,000, from its Form ADV (assets managed divided by 327 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Allied Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Allied Portfolio Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Graham based?
Steven Graham is based in Tucson, Arizona.
Is Steven Graham registered with the SEC?
Yes. Steven Graham is registered as an investment adviser representative in AZ (CRD 1371834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allied Portfolio Management manage?
Allied Portfolio Management reports $240.2M across 327 accounts in assets under management.
How do I contact Steven Graham?
Through Steven's website, www.alliedportfolio.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.