Sheree
Arntson
Allium Financial Advisors, LLC
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About this Advisor
Sheree Arntson is a financial advisor operating out of Lake Oswego, Oregon who has 6 years of relevant experience. Arntson is an advisor for Allium Financial Advisors, LLC. During their career, the advisor has held roles at Allium Financial Advisors, LLC, Arnerich Massena & Associates, Inc and Tru Independence Asset Management, LLC. Arntson maintains a Series 63 license, which qualifies them as a securities broker, and is registered to work in California, Oregon and Washington. Allium Financial Advisors, LLC is a financial advisory firm based in Lake Oswego, OR. It handles $463 million in assets between its 706 accounts, making it one of the larger firms in the nation by assets under management. The firm advises six charities and foundations. Of its 706 accounts, 67% are associated with high-net-worth clients who have greater than $1 million in investable assets. Allium Financial Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Allium Financial Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allium Financial Advisors, LLC Brokerage Details
$462,524,222
9
706
$655,133
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sheree Arntson Work History
Sheree has been registered as a financial advisor for 6 years.*
Allium Financial Advisors, LLC
Tru Independence Asset Management, LLC
Arnerich Massena & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sheree Arntson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allium Financial Advisors, LLC
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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