ALLIUM FINANCIAL ADVISORS, LLC
CRD #288462 SEC #801-110536 LAKE OSWEGO, OR 877-487-6860
SEC Registered
Total AUM
$638.9M
Discretionary
$625.6M
Employees
10
Clients
101
Accounts
680
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $638.9M | $625.6M | $13.3M | 10 | 0 |
| Apr 2025 | $638.9M | $625.6M | $13.3M | 10 | 0 |
| Feb 2025 | $638.9M | $625.6M | $13.3M | 10 | 0 |
| Mar 2024 | $558.2M | $545.8M | $12.4M | 9 | 0 |
| Jan 2024 | $462.5M | $449M | $13.5M | 9 | 0 |
| Nov 2023 | $462.5M | $449M | $13.5M | 9 | 0 |
| Mar 2023 | $462.5M | $449M | $13.5M | 9 | 0 |
| Mar 2023 | $462.5M | $449M | $13.5M | 9 | 0 |
| Jan 2023 | $426M | $413.4M | $12.5M | 9 | 0 |
| Oct 2022 | $426M | $413.4M | $12.5M | 9 | 0 |
| Oct 2022 | $426M | $413.4M | $12.5M | 9 | 0 |
| Jun 2022 | $426M | $413.4M | $12.5M | 9 | 0 |
| Mar 2022 | $426M | $413.4M | $12.5M | 8 | 0 |
| Nov 2021 | $388.2M | $383.8M | $4.4M | 7 | 0 |
| Jul 2021 | $388.2M | $383.8M | $4.4M | 7 | 0 |
| Apr 2021 | $338.1M | $333.5M | $4.6M | 6 | 0 |
| Mar 2021 | $338.1M | $333.5M | $4.6M | 6 | 0 |
| Mar 2021 | $269.9M | $252.5M | $17.4M | 6 | 0 |
| Oct 2020 | $269.9M | $252.5M | $17.4M | 6 | 0 |
| Jun 2020 | $269.9M | $252.5M | $17.4M | 6 | 0 |
| May 2020 | $269.9M | $252.5M | $17.4M | 6 | 0 |
| Mar 2020 | $269.9M | $252.5M | $17.4M | 6 | 0 |
| Oct 2019 | $205.1M | $205.1M | $0 | 5 | 0 |
| Aug 2019 | $205.1M | $205.1M | $0 | 5 | 0 |
| Jun 2019 | $205.1M | $205.1M | $0 | 4 | 0 |
| Jun 2019 | $205.1M | $205.1M | $0 | 4 | 0 |
| Apr 2019 | $205.1M | $205.1M | $0 | 4 | 0 |
| Mar 2019 | $205.1M | $205.1M | $0 | 4 | 0 |
| Jul 2018 | $190.3M | $170.8M | $19.5M | 4 | 0 |
| Apr 2018 | $190.3M | $170.8M | $19.5M | 4 | 0 |
| Mar 2018 | $190.3M | $170.8M | $19.5M | 4 | 0 |
| Apr 2017 | $138.4M | $138.4M | $0 | 4 | 11 |
DateJun 2025
Total AUM$638.9M
Discretionary$625.6M
Non-Disc.$13.3M
Employees10
Clients0
DateApr 2025
Total AUM$638.9M
Discretionary$625.6M
Non-Disc.$13.3M
Employees10
Clients0
DateFeb 2025
Total AUM$638.9M
Discretionary$625.6M
Non-Disc.$13.3M
Employees10
Clients0
DateMar 2024
Total AUM$558.2M
Discretionary$545.8M
Non-Disc.$12.4M
Employees9
Clients0
DateJan 2024
Total AUM$462.5M
Discretionary$449M
Non-Disc.$13.5M
Employees9
Clients0
DateNov 2023
Total AUM$462.5M
Discretionary$449M
Non-Disc.$13.5M
Employees9
Clients0
DateMar 2023
Total AUM$462.5M
Discretionary$449M
Non-Disc.$13.5M
Employees9
Clients0
DateMar 2023
Total AUM$462.5M
Discretionary$449M
Non-Disc.$13.5M
Employees9
Clients0
DateJan 2023
Total AUM$426M
Discretionary$413.4M
Non-Disc.$12.5M
Employees9
Clients0
DateOct 2022
Total AUM$426M
Discretionary$413.4M
Non-Disc.$12.5M
Employees9
Clients0
DateOct 2022
Total AUM$426M
Discretionary$413.4M
Non-Disc.$12.5M
Employees9
Clients0
DateJun 2022
Total AUM$426M
Discretionary$413.4M
Non-Disc.$12.5M
Employees9
Clients0
DateMar 2022
Total AUM$426M
Discretionary$413.4M
Non-Disc.$12.5M
Employees8
Clients0
DateNov 2021
Total AUM$388.2M
Discretionary$383.8M
Non-Disc.$4.4M
Employees7
Clients0
DateJul 2021
Total AUM$388.2M
Discretionary$383.8M
Non-Disc.$4.4M
Employees7
Clients0
DateApr 2021
Total AUM$338.1M
Discretionary$333.5M
Non-Disc.$4.6M
Employees6
Clients0
DateMar 2021
Total AUM$338.1M
Discretionary$333.5M
Non-Disc.$4.6M
Employees6
Clients0
DateMar 2021
Total AUM$269.9M
Discretionary$252.5M
Non-Disc.$17.4M
Employees6
Clients0
DateOct 2020
Total AUM$269.9M
Discretionary$252.5M
Non-Disc.$17.4M
Employees6
Clients0
DateJun 2020
Total AUM$269.9M
Discretionary$252.5M
Non-Disc.$17.4M
Employees6
Clients0
DateMay 2020
Total AUM$269.9M
Discretionary$252.5M
Non-Disc.$17.4M
Employees6
Clients0
DateMar 2020
Total AUM$269.9M
Discretionary$252.5M
Non-Disc.$17.4M
Employees6
Clients0
DateOct 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$190.3M
Discretionary$170.8M
Non-Disc.$19.5M
Employees4
Clients0
DateApr 2018
Total AUM$190.3M
Discretionary$170.8M
Non-Disc.$19.5M
Employees4
Clients0
DateMar 2018
Total AUM$190.3M
Discretionary$170.8M
Non-Disc.$19.5M
Employees4
Clients0
DateApr 2017
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees4
Clients11