ALLIUM FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$734M

Discretionary

$703M

96% of AUM

Avg account

$785K

Accounts

934

Employees

Advisory reps

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

FINTRX

Overview

Allium Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator for both individual and institutional clients, combining financial planning with discretionary and non-discretionary portfolio management. Its advisory services include planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers and managers. Business billing is flexible: Allium charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements. The firm is not positioned as an ESG-focused manager, and it does not identify itself as a multistate or pension consultant adviser. It also engages in sponsor and managing-member roles for pooled investment vehicles and operates as an affiliate to other investment advisers.