ALLIUM FINANCIAL ADVISORS, LLC - Financial Advisor in Oregon, Lake Oswego

Tel: 877-487-6860 310 N State Street Suite 208 Lake Oswego, Oregon 97034

About ALLIUM FINANCIAL ADVISORS, LLC

ALLIUM FINANCIAL ADVISORS, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $638,921,337 in assets under management and provides investment advisory services for 680 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

288462

Firm SEC#:

801-110536

Assets Under Management:

$638,921,337

No. of Clients:

680

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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$6,856,132,947

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2352

$5,572,244,811

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2481

$1,640,569,894

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