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Building 2ALTAMIRA FINANCIAL GROUP, LLC

Map pinSANTA FE, NM
Phone505-477-3334
NotebookSEC #801-132045
Total AUM
$130.3M
Employees
3
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1012 MARQUEZ PLACE
UNIT 204A
SANTA FE
NM 87505
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
505-477-3334

ReceiptFinancials

Total AUM
$130.3M
Accounts
210
Discretionary
$130.3M
Accounts
210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$20.2M
HNW Individual Clients
16
AUM
$108M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONM

HandshakeAffiliates

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

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