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ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462 · SEC 801-110536
310 N STATE STREET, SUITE 208, LAKE OSWEGO, OR, 97034, United States
Phone
877-487-6860
Fax
877-487-6860
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$733.5M
Discretionary AUM
$703.4M
Team
10 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $21.7M |
| High net worth individuals | 171 | $668.3M |
| Charitable organizations | 4 | $23.6M |
| Corporations/business entities | 7 | $19.9M |
States served
AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD