Allium Financial Advisors Revenue, Growth & Competitor Profile

DBA ALLIUM FINANCIAL ADVISORS, LLC

Company Profile & Annual Report for Allium Financial Advisors

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Allium Financial Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	310 N State Street Suite 208 Lake Oswego, OR 97034

Note: Revenues for privately held companies are statistical evaluations.


Allium Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Allium Financial Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Allium Financial Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Allium Financial Advisors Annual Revenue and Growth Rate

Allium Financial Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Allium Financial Advisors's revenues are gauged from an analysis of company filings.

Allium Financial Advisors's Income Statement (based on Industry Averages)

Allium Financial Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Allium Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Allium Financial Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Allium Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JENSEN INVESTMENT MANAGEMENT	Lake Oswego, OR	100
PAULSON INVESTMENT	Lake Oswego, OR	88
MARATHON MANAGEMENT	Wilsonville, OR	55
NORTHWEST CAPITAL MANAGEMENT	Lake Oswego, OR	50
HUMAN INVESTING	Lake Oswego, OR	50
POTOMAC POINT GROUP	Beaverton, OR	50

Other Companies at 310 N State Street, Lake Oswego OR

Company	Headquarters	Revenue ($ MM)
BISNETT INSURANCE	Lake Oswego, OR	100
PROGRESSIVE INVESTMENT MANAGEMENT	Lake Oswego, OR	7
801 WEST CAPITAL MANAGEMENT	Lake Oswego, OR	4

Future Competition: Allium Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Allium Financial Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)