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ALTUS WEALTH GROUP, LLC
423 South Cascade Avenue
Colorado Springs, Colorado 80903
Tel: 719-900-1295
About ALTUS WEALTH GROUP, LLC
ALTUS WEALTH GROUP, LLC, formally registered with the SEC as ALTUS WEALTH GROUP, LLC. The firm was established in 05/16/2017. They have over 2 offices throughout the country.
ALTUS WEALTH GROUP, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $386,172,967 assets under management, offering retirement planning & investment advisory services to 2130 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 287848 |
| SEC# | 801-110511 |
| Assets Managed by Firm | $386,172,967 |
| No. of Clients | 2130 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2130 | $386,172,967 |
| Individuals (other than high net worth individuals) | 571 | $116,108,174 |
| High net worth individuals | 153 | $260,513,865 |
| Pension and profit sharing plans | $143,637 | |
| Charitable organizations | Fewer than 5 clients | $3,264,822 |
| Corporations or other businesses | Fewer than 5 clients | $5,805,750 |
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