← Back to searchVisit website
ALTA VIA CAPITAL
CRD 289739
4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA, 94588, United States
Phone
925-694-0090
Fax
925-694-0095
Registration
— (—)
Source
State registered
Total AUM
$105.2M
Discretionary AUM
$105.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $9.6M |
| High net worth individuals | 15 | $33.5M |
| Pension/profit sharing plans | 7 | $6.4M |
| Other investment advisers | 85 | $55.7M |
| Corporations/business entities | 1 | $16K |
All web addresses on file
Official SEC filing: View on IAPD