ALTAMIRA FINANCIAL GROUP, LLC
  • ALTAMIRA FINANCIAL GROUP, LLC

Adviser Profile

As of Date 06/03/2022
Registration status Registration Changed to ALTAMIRA FINANCIAL GROUP, LLC
ADV Location SANTA FE, NM, United States
Contact Info 505 xxxxxxx
AUM* 91,322,196
of that, discretionary 91,322,196
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 461,223
% High Net Worth 7.27%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

91M 78M 65M 52M 39M 26M 13M
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees