Allium Financial Advisors, LLC
We empower you to make great financial decisions by taking the time to fully understand your financial life.
11 employees · est. 2016 · Lake Oswego, United States
John G. Ullman & Associates, Inc.
Here for Everything Money Touches...
74 employees · est. 1978 · Horseheads, United States
John G. Ullman & Associates, Inc. is the older company (2016 vs 1978); John G. Ullman & Associates, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Allium Financial Advisors, LLC | John G. Ullman & Associates, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2016 | 1978 older |
| Headquarters | ||
| Headquarters | Lake Oswego, United States | Horseheads, United States |
| Employees | ||
| Employees | 11 | 74 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Advisors, Investment Advisory, Multi-Family Office, Estate Planning, Gifting Strategies, Alternative Investments, Financial Planning, Investor Education, Private Equity, Private Real Estate, Tax Efficiency, Portfolio Management, Integrated Wealth Management, Holistic Financial Services | Comprehensive Wealth Management, Financial Planning, Investment Strategy, Portfolio Management, Tax Planning, Estate Planning, Retirement Planning, Wealth Management, College Savings, Insurance Review, Cash Flow Analysis, Executive Compensation Review, Human Connection, Highly Personalized, Trust |
| Website | ||
| Website | alliumfinancial.com | jgua.com |
About Allium Financial Advisors, LLC
Allium Financial Advisors, LLC, founded in 2016, offers personalized wealth management services to individuals, families, family foundations, and non-profit organizations. The firm's slogan, "We empower you to make great financial decisions by taking the time to fully understand your financial life,...
About John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. is a Comprehensive Wealth Management firm that emphasizes the importance of human connection, attention to detail, and trust in financial planning. The company proactively collaborates with clients to develop structured financial plans tailored to meet their short-t...
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