Allodium Investment Consultants, LLC

RIASEC Registered

Total AUM

$577M

Discretionary

$577M

100% of AUM

Avg account

$694K

Accounts

831

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 135812
Registered since: July 7, 2005
Website: www.allodium.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.02%
Charitable Organizations14%
Individuals7.89%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Allodium Investment Consultants, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm is SEC-registered (2005) and serves both individual/family and institutional clients. Allodium describes itself as a capital allocator and offers a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — while delivering financial planning, portfolio management for individuals and businesses, selection of third-party advisers, and educational seminars. FINTRX notes an industry recognition: Allodium appeared on FA Magazine’s Top RIA Firms list in 2020. The firm does not position itself as an active ESG investor.