aLuman

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

3407 NE 16th Ave, Portland, Oregon, 9721...

Phone Number

(503) 894-5688

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About aLuman

aLuman provides comprehensive fee-only financial planning and investment management to its clients. The company focuses on integrating clients' core values with their financial resources, helping them achieve personal and financial goals such as education funding, retirement planning, and lifestyle choices. By getting to know clients as individuals, aLuman develops tailored financial strategies to support their aspirations. Their services are offered primarily to individuals seeking personalized financial guidance and asset management.Explore more
aLuman's Social MediaPopular SearchesaLuman IncaLumanSIC Code 62,628NAICS Code 52,523Show more

aLuman Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

aLuman

<$5M
1-10
Private
-
2015
$5.7M
1-10
Private
-
1999
CG
Chelsea GonzalesFinancial Planner & Retirement, Cpa Advisor
<$5M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2002
Stephen DeCesare, CFP Professional, President, Founder at DeCesare Retirement Specialists
Stephen DeCesareCFP Professional, President, Founder
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

aLuman is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

aLuman is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about aLuman.

aLuman Tech Stack

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Frequently Asked Questions Regarding aLuman

What is aLuman's official website?
aLuman's official website is www.alumanfinancial.com
What is aLuman's Revenue?
aLuman's revenue is <$5 Million
What is aLuman's SIC code?
aLuman's SIC: 62,628
What is aLuman's NAICS code?
aLuman's NAICS: 52,523
How many employees does aLuman have?
aLuman has 1-10 employees
What industry does aLuman belong to?
aLuman is in the industry of: Finance, Securities Trading
What is aLuman competition?
aLuman top competitors include: Trinity Wealth Management, KMR Wealth Advisory, Mills Wealth Advisors, Phoenix Financial Solutions
What technology does aLuman use?
Some of the popular technologies that aLuman uses are: Squarespace Online Stores, Microsoft 365, GoDaddy DNS, Squarespace
How do I contact aLuman?
aLuman contact info: Phone number: (503) 894-5688 Website: www.alumanfinancial.com
What does aLuman do?

aLuman provides comprehensive fee-only financial planning and investment management to its clients. The company focuses on integrating clients' core values with their financial resources, helping them achieve personal and financial goals such as education funding, retirement planning, and lifestyle choices. By getting to know clients as individuals... , aLuman develops tailored financial strategies to support their aspirations. Their services are offered primarily to individuals seeking personalized financial guidance and asset management.Read More

What are aLuman social media links?
aLuman Linkedin page
Is aLuman a public company?
aLuman is private company therefore does not currently have an official ticker symbol
See more information about aLuman

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