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ALTRAVUE CAPITAL, LLC

11747 Ne 1st Street
Suite 205
Bellevue, Washington 98005
Tel: 425 455-8896

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About ALTRAVUE CAPITAL, LLC

ALTRAVUE CAPITAL, LLC, formally registered with the SEC as ALTRAVUE CAPITAL, LLC. The firm was established in 05/29/2018. They have over 1 offices throughout the country.

ALTRAVUE CAPITAL, LLC is a Bellevue, Washington based Financial Planning firm with nearly $1,405,847,440 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283260
SEC#801-113312
Assets Managed by Firm$1,405,847,440
No. of Clients17
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total17$1,405,847,440
Charitable organizations6$341,168,182
Other investment advisersFewer than 5 clients$232,264,099

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