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| Keyboard |
| Aluman Inc
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|---|---|
| CRD # | 281073 |
| SEC # | 801-132930 |
| CIK # | |
| AUM | 135.0 M (2026-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-894-5688 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 45.2 |
| (b) Individuals (high net worth individuals) | 30 | 78.8 |
| (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 | 8 | 10.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 135.0 |
| By Discretionary | ||
| Discretionary | 403 | 135.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.0 | |
| Total | 403 | 135.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chicago Capital Management Advisors LLC
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|
IL | 135.2 M |
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Sparrow Wealth Management Inc
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|
Crystal Cove Asset Management LLC
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PSC Financial LLC
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|
Colton Wealth Management
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|
Bay Cliadakis & Associates LLC
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CA | 135.0 M |
|
JRS Wealth Management LLC
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|
UT | 135.0 M |
|
Red Reef Advisors LLC
✚
|
FL | 135.0 M |
|
Schmitt Wealth Advisers Corp
✚
|
OH | 135.0 M |
|
Integrity Financial Advisors LLC
✚
|
MA | 134.9 M |