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ALTOS FINANCIAL MANAGEMENT, LLC
ALTOS FINANCIAL MANAGEMENT LLC
CRD 107602 · SEC 801-52394
4100 MOORPARK AVE, STE 104, SAN JOSE, CA, 95117, United States
Phone
408-249-7881
Fax
408-249-8490
Registration
— (—)
Source
State registered
Total AUM
$31.1M
Discretionary AUM
$31.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $11.3M |
| High net worth individuals | 23 | $17.9M |
| Pension/profit sharing plans | 1 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD