Sheree Demers Arntson

Employer firm

Allium Financial Advisors, LLC CRD 288462

$734M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1994 → 10/2016
  Arnerich Massena & Associates, Inc.
  Portland, OR
• 10/2016 → 04/2017
  Tru Independence Asset Management, Llc
  Portland, OR
• 05/2017 → Present
  Allium Financial Advisors, Llc
  Portland, OR

Previous Registrations

• 2016-10-06 → 2017-09-11
  Tru Independence Asset Management, Llc
  Portland, OR
• 1999-09-14 → 2016-10-27
  Arnerich Massena, Inc.
  Portland, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-03

Other Names

• Sheree Ruth Demers
• Sheree Ruth Demers