Overview
Assets Under Management: $417 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Frequently Asked Questions
ALLODIUM INVESTMENT CONSULTANTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135812), ALLODIUM INVESTMENT CONSULTANTS, LLC is subject to fiduciary duty under federal law.
ALLODIUM INVESTMENT CONSULTANTS, LLC is headquartered in MINNEAPOLIS, MN.
ALLODIUM INVESTMENT CONSULTANTS, LLC serves 101 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, ALLODIUM INVESTMENT CONSULTANTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ALLODIUM INVESTMENT CONSULTANTS, LLC manages $417 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, ALLODIUM INVESTMENT CONSULTANTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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