| Name | Title | Ownership | Since |
|---|---|---|---|
| Pradeep Tempalli Control | Senior Wealth Advisor | Under 5% | 2017 |
| Scott Alan Thompson Control | Chief Investment Officer | Under 5% | 2022 |
| Sheree Demers Arntson Control | Principal And Chief Compliance Officer | Under 5% | 2017 |
Allium Financial Advisors, LLC reports $638.9 million in regulatory assets under management on its Form ADV.
Allium Financial Advisors, LLC reports 10 employees.
Allium Financial Advisors, LLC is based in Lake Oswego, OR and has been SEC-registered since 2017.
Allium Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 310 N State Street, Suite 208, Lake Oswego, OR 97034 |
| Phone | 877-487-6860 |
| Fax | 877-487-6860 |
| Office hours | 5-Sep |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $625.6M |
| Non-discretionary | $13.3M |
| Total (RAUM) | $638.9M |