ALTUS WEALTH GROUP, LLC
Total AUM
$620.1M
Employees
7Clients
794Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
423 SOUTH CASCADE AVENUE
COLORADO SPRINGS
CO 80903
United States
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
719-900-1295
Other Offices
1
Financials
Total AUM
$620.1M
Accounts
2,339Discretionary
$402.3M
Accounts
1,451Non-Discretionary
$217.8M
Accounts
888
Clients
Individual Clients
604AUM
$157.7M
HNW Individual Clients
181AUM
$451.9M
Pension/Profit Sharing Plan Clients
1AUM
$846K
Charitable Organization Clients
1AUM
$7.2M
Corporation or Business Clients
6AUM
$2M
Other Clients
1AUM
$448.6K
Description of Other Clients
INVESTMENT CLUB
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODEFLHIMIMNMTNCNENMNVNYOHORPARITXUTVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.