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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aluman Inc
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|---|---|
| CRD # | 281073 |
| SEC # | 801-132930 |
| CIK # | |
| AUM | $114.1 M (2025-05-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-894-5688 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 33.9 |
| (b) Individuals (high net worth individuals) | 30 | 77.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 114.1 |
| By Discretionary | ||
| Discretionary | 401 | 114.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 114.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.1 | |
| Total | 401 | 114.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KOON Financial Planning & Consulting LLC
✚
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IN | 0.1 |
|
Wisconsin Wealth Advisors LLC
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WI | 0.1 |
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CB Capital Advisors LLC
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NY | 0.1 |
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Brindle & Bay Financial Advisors LLC
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TX | 0.1 |
|
Trillium Investments LLC
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CA | 0.1 |
|
Fiduciary Wealth Advisors LLC
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FL | 0.1 |
|
Open Source Investments LLC
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|
0.1 | |
|
Sustainvest Asset Management LLC
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|
NJ | 0.1 |
|
Heximer Investment Management Inc
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|
OH | 0.1 |
|
Dougherty & Associates LLC
✚
|
FL | 0.1 |