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ALUMAN
ALUMAN INC.
CRD 281073 · SEC 801-132930
CA, United States
Phone
503-894-5688
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$135.0M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $45.2M |
| High net worth individuals | 30 | $78.8M |
| Pension/profit sharing plans | 8 | $10.6M |
| Corporations/business entities | 2 | $355K |
States served
CA, MN, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD