|
⚲
|
| Allium Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 288462 |
| SEC # | 801-110536 |
| CIK # | |
| AUM | $462.5 MM (2023-03-30) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 877-487-6860 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 11.0 |
| (b) Individuals (high net worth individuals) | 468 | 384.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.2 |
| (h) Charitable organizations | 6 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 26.5 |
| (n) Other | 0 | 0.0 |
| Total | 583 | 426.0 |
| By Discretionary | ||
| Discretionary | 567 | 413.4 |
| Non-Discretionary | 16 | 12.5 |
| Total | 583 | 426.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.0 | |
| Total | 583 | 426.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CORA Capital Advisors LLC
✚
|
NJ | 0.5 |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 0.5 |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
MMA Asset Management LLC
✚
|
PA | 0.5 |
|
Demming Financial Services Corp
✚
|
OH | 0.5 |
|
Wealthgate Family Office LLC
✚
|
CO | 0.5 |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
|
Ulland Investment Advisors LLC
✚
|
MN | 0.5 |
|
Madison Wealth Partners Inc
✚
|
WI | 0.5 |
|
LWS Wealth Advisors Inc
✚
|
NJ | 0.5 |