Allodium Investment Consultants

Trust Score 96%
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Last updated: August 21st, 2019. Data source: SEC filings.


Allodium Investment Consultants, federally registered in 2005, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Allodium Investment Consultants manages $255.5 million and provides investment advisory services for 202 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,264,798
Hybrid Advisor No
Disciplinary History No
Total AUM $255.5 million
Advisor / Client Ratio 1:51
Headquarters Minneapolis, MN
SEC Filings Forms and Brochures    (CRD # 135812)
State(s) Registered CA, MN, TX

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