Allium Financial Advisors

Financial Services, 310 N State St, Lake Oswego, Oregon, 97034, United States, 1-10 Employees

Phone Number: 87********

Who is ALLIUM FINANCIAL ADVISORS

Welcome to a firm where your personal values, life goals and gifting aspirations are at the center of our services. Allium Financial Advisors was founded on the growing need for an indepe...

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Headquarters: 310 N State St, Lake Oswego, Oregon, 97034, United States
Date Founded: 2016
Employees: 1-10
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282

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Allium Financial Advisors Org Chart and Mapping

Employees

Scott Thompson

Chief Investment Officer, Senior Investment Advisor

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Jason Ye

Financial Data Analyst

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Frequently Asked Questions Regarding Allium Financial Advisors

Answer: Allium Financial Advisors's headquarters are located at 310 N State St, Lake Oswego, Oregon, 97034, United States

Answer: Welcome to a firm where your personal values, life goals and gifting aspirations are at the center of our services. Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach. We take the time to fully understand your current wealth structure and personal goals. The result of our work is a personalized living wealth plan and customized long-term investment strategy to help you manage and grow your wealth with clarity and confidence. We believe in proactive, tax efficient, cost effective, diversified investing. In addition to the traditional markets, our clients have exclusive, negotiated access to a wide range of carefully selected alternative investments designed to enhance return and/or lower portfolio volatility. Alliums extensive portfolio management and wealth planning expertise coupled with independent top-tier professionals in the areas of tax and accounting, legal, and insurance, provides a comprehensive, integrated suite of services. We invite you to discover the benefits of financial LIFE management. Investment advisory services offered through Allium Financial Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice & is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. Past performance does not guarantee future results. The information contained may have been compiled from third party sources & is believed to be reliable. Alternative investments are complex & involve additional risk, they are only available to accredited or qualified investors.