ALLIUM FINANCIAL ADVISORS, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 288462). Regulatory assets under management: $733.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Mitchell Press | CCO | — |
| Sheree Demers Arntson | PRESIDENT AND DIRECTOR; PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Pradeep Tempalli | CHIEF FINANCIAL OFFICER AND DIRECTOR; SENIOR WEALTH ADVISOR | — |
| Scott Alan Thompson | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| THOMPSON SCOTT ALAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| ARNTSON SHEREE DEMERS | PRESIDENT AND DIRECTOR; PRINCIPAL | — |
| TEMPALLI PRADEEP | CHIEF FINANCIAL OFFICER AND DIRECTOR; SENIOR WEALTH ADVISOR | — |
| MCCREARY JAMIE DAWN | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER; SENIOR WEALTH ADVISOR | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| PRESS JEFFREY MITCHELL | CCO | — |
| FAGERSTROM STEPHANIE | CLIENT RELATIONSHIP MANAGER | — |