Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 30
Average Client Assets: $2.6 million
Frequently Asked Questions
ALUMAN 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 #281073), ALUMAN is subject to fiduciary duty under federal law.
ALUMAN serves 30 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ALUMAN offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ALUMAN manages $135 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ALUMAN serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.39%
Average Client Assets: $2.6 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 281073
Filing ID: 2084091
Last Filing Date: 2026-03-26 15:37:09