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Building 2ALLIUM FINANCIAL ADVISORS, LLC

Map pinLAKE OSWEGO, OR
Phone877-487-6860
NotebookSEC #801-110536
Total AUM
$733.5M
Employees
10
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 N STATE STREET
SUITE 208
LAKE OSWEGO
OR 97034
United States
Operating Hours
8-5
Monday - Friday
Phone
877-487-6860

ReceiptFinancials

Total AUM
$733.5M
Accounts
934
Discretionary
$703.4M
Accounts
903
Non-Discretionary
$30.1M
Accounts
31

ContactClients

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Individual Clients
61
AUM
$21.7M
HNW Individual Clients
171
AUM
$668.3M
Charitable Organization Clients
4
AUM
$23.6M
Corporation or Business Clients
7
AUM
$19.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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