Overview
Assets Under Management: $870 million
High-Net-Worth Clients: 105
Average Client Assets: $8 million
Frequently Asked Questions
ALTIORA 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 #292008), ALTIORA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
ALTIORA FINANCIAL GROUP, LLC serves 105 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, ALTIORA FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALTIORA FINANCIAL GROUP, LLC manages $870 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, ALTIORA FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.95
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 613
Discretionary Accounts: 522
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 292008
Last Filing Date: 2025-02-10 00:00:00
Website: https://altiora.com