Overview
Assets Under Management: $145 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
ALTIUS FINANCIAL, 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 #113268), ALTIUS FINANCIAL, INC. is subject to fiduciary duty under federal law.
ALTIUS FINANCIAL, INC. is headquartered in DENVER, CO.
ALTIUS FINANCIAL, INC. serves 66 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, ALTIUS FINANCIAL, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ALTIUS FINANCIAL, INC. manages $145 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, ALTIUS FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
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