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Building 2ALTIOR CAPITAL

Map pinWINDERMERE, FL
Phone321-335-2555
NotebookSEC #801-122640
Total AUM
$16.4M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 CONROY WINDERMERE ROAD
WINDERMERE
FL 34786
United States
Operating Hours
9:00 AM - 5:00 PM EST
Monday - Friday
Phone
321-335-2555

ReceiptFinancials

Total AUM
$16.4M
Accounts
30
Discretionary
$16.4M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.9M
HNW Individual Clients
5
AUM
$14.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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