Allium Financial Advisors LLC
Legal Name: ALLIUM FINANCIAL ADVISORS, LLC
Full Contact Details
Allium Financial Advisors LLC
15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR
877-487-6860
Other Info
Allium Financial Advisors, LLC, is an Oregon Limited Liability Company with a team of five employees, four of whom are in advisory roles. Although the number of clients they serve is unknown, the firm is registered with the U.S. Securities and Exchange Commission as Approved, as of May 16, 2017.
Allium Financial Advisors | Financial Planning in Portland
Allium Financial empowers our clients to make great financial decisions. From portfolio management to estate planning, we manage it all.
Direct Owners
-
JAMIE DAWN MCCREARY
SENIOR WEALTH ADVISOR owns more than 25% but less than 50%
-
MEGAN LOUISE CASTLEMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
PRADEEP TEMPALLI
SENIOR WEALTH ADVISOR owns more than 25% but less than 50%
-
SHEREE DEMERS ARNTSON
PRINCIPAL owns more than 25% but less than 50%
-
STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER owns less than 5%