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ALTIUS FINANCIAL, INC.
CRD 113268 · SEC 801-117124
1777 S. HARRISON STREET, SUITE 810, DENVER, CO, 80210, United States
Phone
303-584-9271
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.2M
Discretionary AUM
$212.2M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $34.3M |
| High net worth individuals | 67 | $165.4M |
| Charitable organizations | 1 | $12.5M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD