310 N State Street
Suite 208
Lake Oswego, Oregon 97034
Tel: 877-487-6860
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288462 |
SEC# | 801-110536 |
Assets Managed by Firm | $462,524,222 |
No. of Clients | 706 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 706 | $462,524,222 |
Individuals (other than high net worth individuals) | 47 | $12,188,967 |
High net worth individuals | 127 | $429,966,179 |
Charitable organizations | 6 | $2,606,812 |
Corporations or other businesses | 9 | $17,762,264 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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