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Building 2ALTRUIST FINANCIAL ADVISORS LLC

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Phone269-857-2743
NotebookSEC #801-66728
Total AUM
$358M
Employees
1
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
269-857-2743

ReceiptFinancials

Total AUM
$358M
Accounts
30
Discretionary
$83.9M
Accounts
4
Non-Discretionary
$274M
Accounts
26

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
27
AUM
$242.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$39.2M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$76M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
MITX

HandshakeAffiliates

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

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