Allied Professional Advisors Inc. (Concord)

Allied Professional Advisors Inc. is a pension cosultant based in Concord. It manages $4.76 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Hampshire, and Virginia.

Allied Professional Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Allied Professional Advisors: assets under management

The assets under management (AUM) of Allied Professional Advisors Inc. is $4.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allied Professional Advisors Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allied Professional Advisors Inc.

Charles C Cornelio has been acting as President since 1 Sep 1999. Stephen Michael Youhn joined the executive team most recently as the Vice President & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jefferson Pilot Securities Corporation	Stockholder	1 Sep 1999	75% - 100%	3870
Ronald Richard Angarella	President, director	1 Sep 1999	Other	1785580
John Arthur Weston	Treasurer	1 Sep 1999	Other	1244146
Charles C Cornelio	Director	1 Sep 1999	Other	2081506
Carol Robinson Hardiman	Vice president, director	1 Sep 1999	Other	831061
David Kenneth Booth	Vice president	1 Sep 1999	Other	2030529
Warren Thomas Boulter	Vice president, compliance	1 Sep 1999	Other	26914
Shari Jane Lease	Secretary	1 Sep 1999	Other	2631744
Charles Carmen Cornelio	Exec vice president/director	1 Sep 1999	Other	2081506
David Edward Armstrong	Vice president	1 Feb 2003	Other	2465424
Ronald Richard Angarella	Chairman, ceo & director	1 May 2003	Other	1785580
David Kenneth Booth	President	1 May 2003	Other	2030529
Donna Manning Wilbur	Asst treasurer/fin rep mgr	1 May 2003	Other	2475466
Lisa Schlosser Clifford	Assistant vice president	1 May 2003	Other	1745774
K. Jay Salamy	Assistant vice president	1 May 2003	Other	1545465
Timothy Larry Stickney	Assistant vice president	1 May 2003	Other	1340004
Margaret Ann Salamy	Assistant vice president	1 May 2003	Other	1578398
Kim Jay Salamy	Assistant vice president	1 May 2003	Other	1545465
Marty Eugene Kennedy	Assistant vice president	1 May 2003	Other	2556052
Michael Francis Murray	Assistant vice president	1 May 2003	Other	2074275
Marty Eugene Kennedy	Vice president	1 Feb 2004	Other	2556052
Michael Francis Murray	Vice president	1 Feb 2004	Other	2074275
Ronald Richard Angarella	President	1 May 2004	Other	1785580
John Arthur Weston	Treasurer	1 May 2004	Other	1244146
David Kenneth Booth	Vice president	1 May 2004	Other	2030529
Warren Thomas Boulter	Asst. vp/cco	1 May 2004	Other	26914
David Edward Armstrong	Assistant vice president	1 May 2004	Other	2465424
Donna Manning Wilbur	Asst treasurer	1 May 2004	Other	2475466
Craig Dickson Moreshead	Assistant secretary	1 May 2004	Other	2076630
Frederick C. Tedeschi	Secretary	1 May 2004	Other	4359586
Kenneth Lee Wagner	Chief compliance officer	1 Jun 2006	Other	1113763
Michael Andrew Gilliland	Interim chief compliance officer	1 Aug 2006	Other	2421264
Stephen Michael Youhn	Vice president & chief compliance officer	1 May 2007	Other	1414691

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jefferson Pilot Corporation	Parent company	1 Jun 1997	75% - 100%	56-089-61-80
Lincoln Jp Holdings Lp (Subsidiary Of Lincoln National Corp.)	Parent company	1 Apr 2006	75% - 100%	35-1140070
Lincoln National Corporation	Parent company	1 Mar 2007	75% - 100%	35-1140070

Based in Concord

The principal office where Allied Professional Advisors Inc. performs its advisory services is located at One Granite Place, Concord, NH 03301, which is also the mailing address of the firm. An additional office of the firm is in Norfolk, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-226-5000 or by fax 603-226-5035. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.