Aluman

Aluman (CRD# 281073) is a financial advisory firm headquartered in , . They manage $92,069,404 in 328 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.linkedin.com/company/alumanfinancial/about/
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $280,699
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, OR, TX, WA

Financial Advisors at Aluman
Showing 1 - 2 of 2 top financial advisors.
1
Garth Shinn, financial advisor Portland OR
Garth D. Shinn
CRD#: 4558874
Portland, OR

Garth Shinn (CRD# 4558874) is an Investment Advisor Representative working at Aluman in Portland, OR and has over 21 years of experience in the finance industry.

2
Keaton Shinn, financial advisor Saint Paul MN
Keaton E. Shinn
CRD#: 7756288
Saint Paul, MN

Keaton Shinn (CRD# 7756288) is an Investment Advisor Representative working at Aluman in Saint Paul, MN 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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