Altravue Capital, LLC
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Overview
Altravue Capital, LLC is a financial advisor firm based in Bellevue, Washington. The firm oversees $907.8 million in total assets over 52 customer accounts, making it one of the bigger firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Altravue Capital, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, equities and options.
Altravue Capital, LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without requiring client approval. The company oversees an average of $17.5 million in assets for every account. An average financial advisor at Altravue Capital, LLC oversees around 17 client accounts, placing it among the more individualized financial advisor firms in the country.
Altravue Capital, LLC's central office is at 11747 Ne 1St Street, Bellevue, Washington 98005. The firm is permitted to serve investors throughout a number of states, including New York and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altravue Capital, LLC by the Numbers
$907.8 million
5
52
$17.5 million
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. However, fees billed by the company can include any combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies, pooled investment vehicles and charitable organizations. Out of its 52 accounts, Altravue Capital, LLC's largest client group by number of accounts is charitable organizations. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 40%
- Charitable Organizations - 60%
* 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
Altravue Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Altravue Capital, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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