Allium Financial Advisors, Llc

Business address
310 N State Street, Suite 208, Lake Oswego, OR, 97034
Top securities (13F)
BRKA, IVV, RWAY, NVDA, AAPL, EEM, MSFT, COST, DFAC, PDI, IWR, AMZN, DFUS, SPY, DGRO, META, VTI, IWO, TSLA, and GOOGL
State of incorporation
OR
Fiscal year end
31 December
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Allium Financial Advisors, Llc has filed 3 SEC EDGAR filings since 07 May 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-25538
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-25538
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-25538