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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 $572,624,043 assets under management, offering retirement planning & investment advisory services to 2323 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287848 |
| SEC# | 801-110511 |
| Assets Managed by Firm | $572,624,043 |
| No. of Clients | 2323 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2323 | $572,624,043 |
| Individuals (other than high net worth individuals) | 603 | $157,167,144 |
| High net worth individuals | 170 | $406,032,007 |
| Pension and profit sharing plans | Fewer than 5 clients | $402,404 |
| Charitable organizations | Fewer than 5 clients | $6,228,611 |
| Corporations or other businesses | 6 | $2,376,411 |
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