Adam
Damko

Allio Advisors

CRD#5781120
Investment Advisor
in Seattle, WA

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About this Advisor

Adam Damko is a financial advisor based in Seattle, Washington, working with Allio Advisors. Adam has previously held positions at Rexnord / Zurn Industries, Inc, The Northwestern Mutual Life Insurance Company, Allio Advisers LLC, Joy Global, Inc, and Marquette University. Adam has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Adam is part of Allio Advisors, which operates out of Seattle, Washington. The firm has 4 employees and manages assets totaling $13.0 thousand. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Allio Advisors includes fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

107 Spring Street 3039A
Seattle, WA 98104

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Allio Advisors Brokerage Details

Total Assets Under Management

$13,028

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

235

WA Average: 1,499
Average Account Size

$55

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Adam Damko Work History

2023 - Present (2 years)

Allio Advisers LLC

2023 - 2024 (1 year)

Allio Advisers LLC

2020 - 2023 (3 years)

The Northwestern Mutual Life Insurance Company

2018 - 2020 (2 years)

The Northwestern Mutual Life Insurance Company

2016 - 2018 (2 years)

Rexnord / Zurn Industries, Inc

2016 - 2016 (< 1 year)

Joy Global, Inc

2016 - 2016 (< 1 year)

Marquette University

2015 - 2016 (1 year)

Joy Global, Inc

2013 - 2014 (1 year)

Joy Global, Inc

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Disclosures

Please visit the SEC profile of Adam Damko 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 Allio Advisors

Christopher Morgan
Brooklyn, NY
Tyler Goering
Seattle, WA
Adam Damko
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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