|
⚲
|
| Altiora Financial Group LLC
✚
|
|
|---|---|
| CRD # | 292008 |
| SEC # | 801-112389 |
| CIK # | |
| AUM | $691.3 MM (2023-02-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-652-5776 |
| Address | 1607 Marietta Drive Lebanon, OH 45036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 28.5 |
| (b) Individuals (high net worth individuals) | 84 | 661.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 691.3 |
| By Discretionary | ||
| Discretionary | 524 | 555.6 |
| Non-Discretionary | 53 | 135.8 |
| Total | 577 | 691.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 690.6 | |
| Total | 577 | 691.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Makrod Investment Associates Inc
✚
|
NJ | 0.7 |
|
The Pacific Center for Financial Services
✚
|
CA | 0.7 |
|
James J Burns & Company LLC
✚
|
NY | 0.7 |
|
Penn Davis McFarland Inc
✚
|
TX | 0.7 |
|
Chemistry Wealth Management LLC
✚
|
NY | 0.7 |
|
Avion Wealth LLC
✚
|
TX | 0.7 |
|
Greatmark Investment Partners Inc
✚
|
GA | 0.7 |
|
Systm Wealth Solutions LLC
✚
|
IL | 0.7 |
|
Stansberry Asset Management LLC
✚
|
NY | 0.7 |
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.7 |