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| Altiora Financial Group LLC
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|
|---|---|
| CRD # | 292008 |
| SEC # | 801-112389 |
| CIK # | 0001986156 |
| AUM | $758.5 MM (2024-08-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-652-5776 |
| Address | 1607 Marietta Drive Lebanon, OH 45036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 7.4 | ||
| MSFT | 1,918,222.4 | 3.0 | |
| SPTS | 2.4 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 21.8 |
| (b) Individuals (high net worth individuals) | 90 | 734.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 758.5 |
| By Discretionary | ||
| Discretionary | 499 | 593.0 |
| Non-Discretionary | 72 | 165.5 |
| Total | 571 | 758.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 757.7 | |
| Total | 571 | 758.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001986156] |
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|---|---|---|
|
The H Group Inc
✚
|
OR | 0.8 |
|
Rainey & Randall Investment Management Inc
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|
FL | 0.8 |
|
Giraffes Inc
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MS | 0.8 |
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The Pacific Center for Financial Services
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CA | 0.8 |
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Tobias Financial Advisors Inc
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FL | 0.8 |
|
William Mack & Associates Inc
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MI | 0.8 |
|
FSM Wealth Advisors LLC
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|
OH | 0.8 |
|
Snowwater Investment Partners LLC
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|
CT | 0.8 |
|
Talbot Financial LLC
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|
WA | 0.7 |
|
Rhame & Gorrell Wealth Management LLC
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|
TX | 0.7 |