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Allodium Investment Consultants

Investment Management

Specialities :
Discretionary investment advisory services for individual and institutional investors.
Discretionary investment management
Fiduciary management
Wealth management
Financial planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Allodium Investment Consultants

What does Allodium investment consultants do?+

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors. Advisory services include Wealth Management, Fiduciary Management, Investment Management Consulting, Financial Planning and Fiduciary Consulting. The firm is a member of the National Association of Personal Financial Advisors (NAPFA) and provides fee-only financial advice that supports the fiduciary standard of care. Allodium is the first Minneapolis-based investment advisor to be certified by CEFEX to follow the fiduciary best practices in the Prudent Practices for Investment Advisors published by Fi360. The firm was established as an independent Registered Investment Advisor...

What are Allodium investment consultants's specialties? +

Discretionary investment advisory services for individual and institutional investors.,discretionary investment management,fiduciary management,wealth management,financial planning,fiduciary consulting,and investment management consulting

What is Allodium investment consultants's industry? +

Allodium investment consultants operates in the Investment management industry.

What is Allodium investment consultants's revenue? +

Allodium investment consultants's revenue is 11m - 100m

What is Allodium investment consultants's company size? +

Allodium investment consultants has 11 - 50 employees.

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