|
⚲
|
| Altius Financial Inc
✚
|
|
|---|---|
| CRD # | 113268 |
| SEC # | 801-117124 |
| CIK # | |
| AUM | $212.2 M (2026-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-584-9271 |
| Address | 1777 S Harrison Street Denver, CO 80210 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 34.3 |
| (b) Individuals (high net worth individuals) | 67 | 165.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 212.2 |
| By Discretionary | ||
| Discretionary | 557 | 212.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 212.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.2 | |
| Total | 557 | 212.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Enspyre Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Delta Advisory Group Inc
✚
|
FL | 0.2 |
|
Gragg & Gragg LLP
✚
|
NC | 0.2 |
|
UTA LLC
✚
|
WA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Macroclimate LLC
✚
|
0.2 | |
|
Lummis Asset Management LP
✚
|
TX | 0.2 |
|
The Stanich Group LLC
✚
|
0.2 |