Allocator Index · CRD 288462
ALLIUM FINANCIAL ADVISORS, LLC
Lake Oswego, OR · 877-487-6860 · alliumfinancial.com
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
171
Other individuals
61
HNW assets
$668.3M
Total AUM
$733.5M
Employees
10
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.