Allium Financial Advisors, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 288462
- Registered since
- May 16, 2017
- Website
- www.alliumfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.1%
- Charitable Organizations3.21%
- Individuals2.96%
- Corporations / Businesses2.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Allium Financial Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual & family and institutional clients and describes itself as a capital allocator that constructs portfolios, provides financial planning, and selects third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and manager selection. Compensation methods include percentage of assets under management, hourly charges, and fixed fees. Allium does not label itself an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Private Funds26%
- Exchange Traded Equities11%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Sheree Arntson
CEOCRD 3184330
Pradeep Tempalli
CFO, Senior Wealth AdvisorCRD 5209794
Michael Elfers
Founder and CEOCRD 712251
Contacts
3 of 3
Jordan Fee
Financial AdvisorCRD 7466875
Jacqueline Thompson
Relationship BankerCRD 7437953
Michelle Wanless
Senior Registered Client AssociateCRD 4522058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 310 N State St
- Time zone
- PT (UTC-8)
- Office locations
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