Privacy Policy

Our Address

310 N. State Street, Suite 208, Lake Oswego, OR 97034


Contact email is info@alliumfinancial.com

What does Allium Financial Advisors do with your financial information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and assets
  • Transaction history
  • Credit history and credits scores

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Allium Financial Advisors chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information:

For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Do We Share? Yes.

Can You Limit This Sharing? No.

For our marketing purposes — to offer our products and services to you

Do We Share? Yes.

Can You Limit This Sharing? No.

For joint marketing with other financial companies

Do We Share? No.

Can You Limit This Sharing? Not Applicable.

For our affiliates’ everyday business purposes — information about your transactions and experiences

Do We Share? No.

Can You Limit This Sharing? Not applicable.

For our affiliates to market to you

Do We Share? No.

Can You Limit This Sharing? Not Applicable.

For non-affiliates to market to you

Do We Share? No.

Can You Limit This Sharing? Not Applicable.

Who We Are

Who is providing this notice? Allium Financial Advisors

What We Do

How does Allium Financial Advisors protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include safeguarding our computers and securing our files and our building.

How does Allium Financial Advisors collect my personal information?

We collect your personal information, for example, when you:

  • Open an account
  • Deposit money
  • Seek advice about your investments
  • Enter into an investment advisory contract
  • Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies.

Definitions

Affiliates

Companies related by common ownership and control. They can be financial and non financial companies.

  • We may share information with our affiliates for our everyday business purposes, including information about your transactions and experiences.

Nonaffiliates

Companies not related by common ownership and control. They can be financial or non financial companies.

  • We do not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or service to you.

  • We do not jointly market.