Wealth Manager
    SEC Registered
    Manages Private Funds

    Altamira Financial Group, LLC

    Registered investment advisor · Santa Fe, New Mexico · CRD #316907

    Assets Under Management
    $130M
    Client Accounts
    210
    Employees
    3
    CRD Number
    316907
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Altamira Financial Group, LLC

    Altamira Financial Group, LLC is a SEC-registered investment advisory firm headquartered in Santa Fe, New Mexico, managing approximately $130M in regulatory assets across 210 client accounts. The firm's full regulatory record is filed with the SEC under CRD #316907.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Altamira Financial Group, LLC's AUM?

    Altamira Financial Group, LLC reports approximately $130M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Altamira Financial Group, LLC headquartered?

    Altamira Financial Group, LLC is headquartered in Santa Fe, New Mexico.

    What is Altamira Financial Group, LLC's CRD number?

    Altamira Financial Group, LLC's CRD number is 316907. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Altamira Financial Group, LLC manage?

    Altamira Financial Group, LLC manages approximately 210 client accounts according to its latest SEC filing.

    Is Altamira Financial Group, LLC SEC registered?

    Yes, Altamira Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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