Overview
Assets Under Management: $145 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 563
Discretionary Accounts: 563
Regulatory Filings
CRD Number: 113268
Last Filing Date: 2024-03-29 00:00:00
Website: https://altiusfinancial.com