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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 $907,812,247 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283260
SEC#801-113312
Assets Managed by Firm$907,812,247
No. of Clients52
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total52$907,812,247
Charitable organizations6$231,325,022
Other investment advisersFewer than 5 clients$153,366,083

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