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Building 2ALTIUS FINANCIAL, INC.

Map pinDENVER, CO
Phone303-584-9271
NotebookSEC #801-117124
Total AUM
$212.2M
Employees
3
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1777 S. HARRISON STREET
SUITE 810
DENVER
CO 80210
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
303-584-9271
Other Offices
1

ReceiptFinancials

Total AUM
$212.2M
Accounts
557
Discretionary
$212.2M
Accounts
557
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$34.3M
HNW Individual Clients
67
AUM
$165.4M
Charitable Organization Clients
1
AUM
$12.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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