$135.0M Total AUM
$135.0M Disc. AUM
-- 3Y CAGR
2 Employees
157 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-2015
- Office Locations
- 2
Office Locations
-- Portland OR
-- Saint Paul MN
About Aluman
aLuman Advisors is a fee-only RIA providing comprehensive financial planning and discretionary investment management. The team works with individuals and families—often business owners and entrepreneurs—to align portfolios and a coordinated plan with goals such as retirement, education, and charitable giving. Portfolios primarily use public funds and ETFs, custodied at Schwab and Altruist.
Team overview
-- AVG AGE
$67.5M AVG AUM / ADVISOR
$860.0K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GARTH DUANE SHINN
Chief Compliance Officer, Owner
- CRD
- #4558874
- Ownership
- 75% or more
Available
Available
Available
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K
Keaton Eisley Shinn
Associate Consultant
- CRD
- #7756288
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,024,010 | $335,047 |
| Non-Discretionary | $0 | -- |
| Total | $135,024,010 | $335,047 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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