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ALLIUM FINANCIAL ADVISORS, LLC

310 N State Street
Suite 208
Lake Oswego, Oregon 97034
Tel: 877-487-6860

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About ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL ADVISORS, LLC, formally registered with the SEC as ALLIUM FINANCIAL ADVISORS, LLC. The firm was established in 05/16/2017. They have over 1 offices throughout the country.

ALLIUM FINANCIAL ADVISORS, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $462,524,222 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288462
SEC#801-110536
Assets Managed by Firm$462,524,222
No. of Clients706
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total706$462,524,222
Individuals (other than high net worth individuals)47$12,188,967
High net worth individuals127$429,966,179
Charitable organizations6$2,606,812
Corporations or other businesses9$17,762,264

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STANCORP INVESTMENT ADVISERS, INC.
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JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,067,305,31242537
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200
Portland, OR, 97204
$7,145,593,038380855
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$5,476,500,41999517

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