Overview
Assets Under Management: $417 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 676
Discretionary Accounts: 676
Regulatory Filings
CRD Number: 135812
Last Filing Date: 2025-02-05 00:00:00
Website: https://allodium.com