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Home > Retirement Planners > colorado > denver > ALTIUS FINANCIAL, INC.
ALTIUS FINANCIAL, INC.
1777 S. Harrison Street
Suite 810
Denver, Colorado 80210
Tel: 303-584-9271
About ALTIUS FINANCIAL, INC.
ALTIUS FINANCIAL, INC, formally registered with the SEC as ALTIUS FINANCIAL, INC. The firm was established in 07/31/2019. They have over 2 offices throughout the country.
ALTIUS FINANCIAL, INC. is a Denver, Colorado based Financial Planning firm with nearly $145,206,527 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113268 |
| SEC# | 801-117124 |
| Assets Managed by Firm | $145,206,527 |
| No. of Clients | 563 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 563 | $145,206,527 |
| Individuals (other than high net worth individuals) | 92 | $34,748,087 |
| High net worth individuals | 54 | $103,872,986 |
| Charitable organizations | 2 | $6,585,454 |
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