Altius Financial, Inc
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Overview
Altius Financial, Inc operates as a financial advisory company that has its headquarters in Denver, Colorado. The company has $130.2 million in assets across 542 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Altius Financial, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, options and stocks.
Altius Financial, Inc manages all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments without requiring the customer's approval. The advisory firm oversees an average of $240,163 in assets for every client account. The average financial advisor at Altius Financial, Inc oversees about 181 client accounts.
The company's main office is at 1777 S. Harrison Street Suite 810, Denver, Colorado 80210. The company is permitted to provide services to investors throughout a number of states, including California, Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altius Financial, Inc by the Numbers
$130.2 million
4
542
$240.2 thousand
Products and Services
Financial services offered by Altius Financial, Inc can include financial planning services and portfolio management for individuals and small businesses. In the past fiscal year, it provided 101-250 of its accounts with financial planning services. It is not engaged in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on the financial services offered. Fee types charged by the firm likely consist of some blend of the following fee types: asset-based or fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors and high net worth investors. Out of its 542 clients, Altius Financial, Inc's biggest client is retail investors, although it also caters to 63 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 44.37%
- Other Individuals - 55.63%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Altius Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Altius Financial, Inc
Denver, CO
Denver, CO
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