Allium Financial Advisors, LLC
Oregon
Registered In
04/26/2017
Incorp. Date
Company Summary
Allium Financial Advisors, LLC at 310 N State ST STE 208, Lake Oswego, Or 97034 lists Sheree Demers Arntson of Lake Oswego, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Lc Registered Agent Services Llc
Registered Agent
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1000 SW DISK DR, BEND, OR 97702
(Mailing)
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Sheree Demers Arntson
Manager
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310 N STATE ST STE 208, LAKE OSWEGO, OR 97034
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310 N STATE ST STE 208, LAKE OSWEGO, OR 97034
View Map
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
(Mailing)
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Allium Financial Advisors
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Portland, OR |
Financial Information for Allium Financial Advisors, LLC
Form 5500
ALLIUM FINANCIAL ADVISORS, LLC
310 N. State Street Suite 208, Lake Oswego, Or 97034 (877) 487-6860 EIN:82-1142578 Plan Admin:Trpc Plan Services| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameALLIUM FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$222,121 / $353,377 | 2023 | ALLIUM FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 12 / 14 | $222,121 / $353,377 |
| 2022 | Plan NameALLIUM FINANCIAL ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 12 Assets BOY/EOY$0 / $222,121 | 2022 | ALLIUM FINANCIAL ADVISORS, LLC 401(K) PLAN - Plan #001 | 6 / 12 | $0 / $222,121 |
Benefit & Retirement Plans based on Form 5500.
Address Match:310 N State St Ste 208 Lake Oswego, OR
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor
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