Allodium Investment Consultants Revenue

Investment Management • Minneapolis, Minnesota, United States • 11-20 Employees

Allodium Investment Consultants revenue & valuation

Annual revenue	$14,900,000
Revenue per employee	$1,142,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$47,500,000
Total funding	No funding

Key Contact at Allodium Investment Consultants

Suzanne Tudor

Director Of Financial Planning And Senior Investment Consultant

Company overview

Headquarters	500 Washington Avenue South, Suite 4400, Minneapolis, MN 55415, US
Phone number	+16122303700
Website	allodium.com
NAICS	5231
SIC	679
Keywords	Discretionary Investment Management, Wealth Management, Financial Planning, Investment Management Consulting, Fiduciary Management, Fiduciary Consulting
Founded	2005
Employees	11-20
Socials

Allodium Investment Consultants Email Formats

Allodium Investment Consultants uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@allodium.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@allodium.com	50%
{first name}{last name}	johndoe@allodium.com	31.2%
{first initial}{second initial}{last name}	jodoe@allodium.com	12.5%
{last name}{last name}	doedoe@allodium.com	6.2%

About Allodium Investment Consultants

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 in 2005. Learn more at www.allodium.com.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Allodium Investment Consultants has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Allodium Investment Consultants has never raised funding before.

Allodium Investment Consultants Tech Stack

Discover the technologies and tools that power Allodium Investment Consultants's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

UIKit

UI frameworks

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

CallTrackingMetrics

Analytics

YouTube

Video players

Bootstrap

UI frameworks

Google Analytics

Analytics

Frequently asked questions

Allodium Investment Consultants is located in Minneapolis, Minnesota, US.

You can reach Allodium Investment Consultants at +16122303700.

Allodium Investment Consultants generates an estimated annual revenue of $14,836,554. This revenue figure reflects the company's market position and business performance in its industry.

Allodium Investment Consultants has an estimated valuation of $47,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Allodium Investment Consultants was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Allodium Investment Consultants has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Allodium Investment Consultants

Suzanne Tudor

Director Of Financial Planning And Senior Investment Consultant

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