ALLODIUM INVESTMENT CONSULTANTS, LLC Top 13F Holdings

Dec 31, 2024 · Allodium Investment Consultants is based out of Minneapolis. Their last reported 13F filing for Q4 2024 included $119,745,996 in managed 13F securities and a top 10 …

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ALLODIUM INVESTMENT CONSULTANTS, LLC Top 13F Holdings

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Dec 31, 2024 · Allodium Investment Consultants is based out of Minneapolis. Their last reported 13F filing for Q4 2024 included $119,745,996 in managed 13F securities and a top 10 …

whalewisdom.com

$386000
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Albany International Corp. (NYSE:AIN) Shares Acquired ... - ETF …

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3 days ago · Integrated Investment Consultants LLC now owns 4,825 shares of the textile maker’s stock valued at $386,000 after acquiring an additional 155 shares during the period.

etfdailynews.com

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Integrated Investment Consultants, LLC Q4 2024 13F Top Portfolio …

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Nov 12, 2024 · Integrated Investment Consultants, LLC reported 364 holdings with total value $499 M as of Q4 2024. Top holdings included IWF, IWP, SCHD, IWD, and AAPL. ... $498,780 …

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Josh Arnold Investment Consultant LLC Sells 595 Shares Of …

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1 day ago · Josh Arnold Investment Consultant LLC decreased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 47.1% in the 3rd quarter, according to its most recent …

etfdailynews.com

FAQs about ALLODIUM INVESTMENT CONSULTANTS, LLC Top 13F Holdings Coupon?

Who are Allodium Investment Consultants?

Allodium Investment Consultants is an independent, fee-only investment management consulting firm that provides investment advice to individual and institutional investors. Founded in 2005, we have helped many investors with fee-only financial advice. ...

What services does Allodium offer?

Allodium offers various investment advisory services for both individual and institutional investors. Our services include wealth management, financial planning, investment consulting, fiduciary consulting, and fiduciary management for trusts and institutions. Integrity is a core value at Allodium, and we take pride in serving as a fiduciary. ...

Is Allodium considered a fiduciary?

Allodium is considered a certified fiduciary by CEFEX, following the fiduciary best practices in the Prudent Practices for Investment Advisors. ...

What is Altium wealth management based out of?

Altium Wealth Management is based out of Purchase. Altium Wealth Management is a large advisory firm with 1030 clients and discretionary assets under management (AUM) of $2,904,391,481 (Form ADV from 2023-04-05). Whalewisdom has at least 19 13F filings ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...