Overview
Assets Under Management: $504 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 288
Average Client Assets: $1.7 million
Frequently Asked Questions
ALTAVISTA WEALTH MANAGEMENT, INC. 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 #122326), ALTAVISTA WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ALTAVISTA WEALTH MANAGEMENT, INC. is headquartered in ASHEVILLE, NC.
ALTAVISTA WEALTH MANAGEMENT, INC. serves 288 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, ALTAVISTA WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ALTAVISTA WEALTH MANAGEMENT, INC. manages $504 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, ALTAVISTA WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.41%
Average Client Assets: $1.7 million
Total Client Accounts: 872
Discretionary Accounts: 818
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 122326
Filing ID: 1200606
Last Filing Date: 2018-03-27 15:53:00