ALLIUM FINANCIAL ADVISORS, LLC

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

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 $638,921,337 assets under management, offering retirement planning & investment advisory services to 680 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288462
SEC#	801-110536
Assets Managed by Firm	$638,921,337
No. of Clients	680
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	680	$638,921,337
Individuals (other than high net worth individuals)	37	$19,020,157
High net worth individuals	126	$595,508,327
Charitable organizations	3	$20,735,838
Corporations or other businesses	2	$3,657,015

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