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ALTAMIRA FINANCIAL GROUP, LLC
CRD 316907 · SEC 801-132045
1012 MARQUEZ PLACE, UNIT 204A, SANTA FE, NM, 87505, United States
Phone
505-477-3334
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.3M
Discretionary AUM
$130.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $20.2M |
| High net worth individuals | 16 | $108.0M |
States served
CA, CO, NM
Official SEC filing: View on IAPD