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Altamira Financial Group, LLC

● SEC registered since 2025CRD 316907SEC# 801-132045Santa Fe, NM
Export (members)
Reg. AUM
$115.9M
Employees
3
Accounts
201
Location
Santa Fe, NM

Altamira Financial Group, LLC assets under management

Altamira Financial Group, LLC is a registered investment adviser overseen by the SEC based in Santa Fe, NM. The firm has been registered since 2025. It reports $115.9 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Altamira Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kerry Douglas Lee ControlManaging Member, CcoOver 75%2021

Frequently asked questions

How much does Altamira Financial Group, LLC manage?

Altamira Financial Group, LLC reports $115.9 million in regulatory assets under management on its Form ADV.

How many employees does Altamira Financial Group, LLC have?

Altamira Financial Group, LLC reports 3 employees.

Where is Altamira Financial Group, LLC located?

Altamira Financial Group, LLC is based in Santa Fe, NM and has been SEC-registered since 2025.

Does Altamira Financial Group, LLC disclose fund performance?

Altamira Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1012 Marquez Place, Unit 204a, Santa Fe, NM 87505
Phone505-477-3334
Office hours8:00 a.m.- 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.9M
Non-discretionary$0
Total (RAUM)$115.9M