Overview
Assets Under Management: $130 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 16
Average Client Assets: $6.8 million
Frequently Asked Questions
ALTAMIRA FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316907), ALTAMIRA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
ALTAMIRA FINANCIAL GROUP, LLC is headquartered in SANTA FE, NM.
ALTAMIRA FINANCIAL GROUP, LLC serves 16 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ALTAMIRA FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALTAMIRA FINANCIAL GROUP, LLC manages $130 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ALTAMIRA FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.89%
Average Client Assets: $6.8 million
Total Client Accounts: 210
Discretionary Accounts: 210
Regulatory Filings
CRD Number: 316907
Filing ID: 2085527
Last Filing Date: 2026-03-27 15:46:24