Allium Financial Advisors, LLC

Allium Financial Advisors, LLC (CRD# 288462) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $558,157,158 in 763 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
310 N State Street, Suite 208, Lake Oswego, OR 97034
http://www.alliumfinancial.com
By the Numbers
  • Total Assets Under Management
    558
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $731,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Allium Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sheree Arntson, financial advisor Lake Oswego OR
Sheree D. Arntson
CRD#: 3184330
310 N State Street, Suite 208, Lake Oswego, OR 97034

Sheree Arntson (CRD# 3184330) is an Investment Advisor Representative working at Allium Financial Advisors, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.

2
Pradeep Tempalli, financial advisor Lake Oswego OR
Pradeep Tempalli
CRD#: 5209794
310 N State Street, Suite 208, Lake Oswego, OR 97034

Pradeep Tempalli (CRD# 5209794) is an Investment Advisor Representative working at Allium Financial Advisors, LLC in Lake Oswego, OR and has over 17 years of experience in the finance industry.

3
Jordan Fee, financial advisor Lake Oswego OR
Jordan L. Fee
CRD#: 7466875
310 N State Street, Suite 208, Lake Oswego, OR 97034

Jordan Fee (CRD# 7466875) is an Investment Advisor Representative working at Allium Financial Advisors, LLC in Lake Oswego, OR and has over 2 years of experience in the finance industry.

4
Scott Thompson, financial advisor Lake Oswego OR
Scott A. Thompson
CRD#: 2821414
310 N State Street, Suite 208, Lake Oswego, OR 97034

Scott Thompson (CRD# 2821414) is an Investment Advisor Representative working at Allium Financial Advisors, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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