Allodium Investment Consultants, LLC
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
FINTRXOverview
Allodium Investment Consultants, LLC is an independent registered investment adviser founded in 2005 that serves individuals, families and institutional clients. The firm performs financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides manager selection services and delivers educational seminars and workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Allodium describes itself as a capital allocator and does not identify as an ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Eric Hutchens
President, CIOCRD 4207178
Contacts
3 of 4
Jessica Dolmage
Wealth AdvisorCRD 7620545
Derek Van Calligan
DirectorCRD 6508171
Saul Baumann
Financial Planning SpecialistCRD 6016404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$236M in ETFs
32%
$75.1M
66%
$161M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $27.9M | 341,010 | 11.84% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 500 Washington Ave S
- Time zone
- CT (UTC-6)
- Office locations
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