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| Allium Financial Advisors LLC
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|---|---|
| CRD # | 288462 |
| SEC # | 801-110536 |
| CIK # | 0002067277 |
| AUM | 733.5 M (2026-03-30) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 877-487-6860 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002067277 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.7 | ||
| PIMCO Dynamic Income Fund | 5.6 | ||
| Nvidia Corp | 5.6 | ||
| Runway Growth Finance Corp | 5.3 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.3 | ||
| Lam Research Corp | 1.6 | ||
| Alphabet Inc | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Lilly Eli & Co | 1.1 | ||
| Tesla Motors Inc | 1.0 | ||
| Broadcom Inc | 1.0 | ||
| Applied Materials Inc /DE | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Micron Technology Inc | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 21.7 |
| (b) Individuals (high net worth individuals) | 171 | 668.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 23.6 |
| (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 | 7 | 19.9 |
| (n) Other | 0 | 0.0 |
| Total | 934 | 733.5 |
| By Discretionary | ||
| Discretionary | 903 | 703.4 |
| Non-Discretionary | 31 | 30.1 |
| Total | 934 | 733.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 733.5 | |
| Total | 934 | 733.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002067277] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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