Falists
← Back to search

ALUMAN

ALUMAN INC.

CRD 281073 · SEC 801-132930

Visit website

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

TypeClientsAUM
Individuals102$45.2M
High net worth individuals30$78.8M
Pension/profit sharing plans8$10.6M
Corporations/business entities2$355K

States served

CA, MN, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD