Aluman
Firm details
- Headquarters
- ,
- CRD number
- 281073
- Registered since
- June 6, 2025
- Website
- alumanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.39%
- Individuals33.5%
- Pension & Profit Sharing Plans7.84%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Aluman is an independently owned registered investment adviser operating as a corporation. The firm registered with the SEC in 2025 and is individually owned. Its client mix spans high-net-worth individuals and families as well as institutional relationships. Service offerings emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements.
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 Funds92%
- Exchange Traded Equities8%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Garth Shinn
Founder and PresidentCRD 4558874
Keaton Shinn
AssistantCRD 7756288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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