Taylor
Dennis

Altius Financial, Inc

CRD#6476826
Investment Advisor
in Denver, CO

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About this Advisor

Taylor Dennis is a certified financial planner working out of Denver, Colorado with a total of 6 years of relevant experience. Dennis is currently employed by Altius Financial, Inc. Over the course of their career, Dennis has held roles at Altius Financial, North Star Resource Group, Lululemon Athletica, Carabas, Colorado State University and Student. Dennis holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Colorado. Altius Financial, Inc is a firm that has its headquarters in Denver, CO. It has just four people on staff. It administers $130 million in assets under management across its 542 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 542 client accounts, 44% belong to high-net-worth clients who have greater than $1 million in investable assets. Altius Financial, Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Altius Financial, Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1777 S. Harrison Street Suite 810
Denver, CO 80210

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Altius Financial, Inc Brokerage Details

Total Assets Under Management

$130,168,490

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

542

CO Average: 1,101
Average Account Size

$240,163

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Taylor Dennis Work History

Taylor has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Altius Financial

2015 - 2016 (1 year)

North Star Resource Group

2014 - 2015 (1 year)

Lululemon Athletica

2013 - 2013 (< 1 year)

Carabas

2012 - 2016 (4 years)

Colorado State University

2007 - 2016 (9 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Taylor Dennis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Altius Financial, Inc

Taylor Dennis
Denver, CO
Michael Williams
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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