PPrivate Fund Data Log in Join · $37/mo

Altius Financial, Inc.

● SEC registered since 2019CRD 113268SEC# 801-117124Denver, CO
Export (members)
Reg. AUM
$168.1M
Employees
3
Accounts
543
Location
Denver, CO

Altius Financial, Inc. assets under management

Altius Financial, Inc. is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2019. It reports $168.1 million in regulatory assets under management and employs 3 people.
www.twitter.com/altiusmikeView on SEC.gov ↗

Altius Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Michael John Williams ControlPresident, Chief Compliance OfficerOver 75%2000
Taylor Catherine DennisShareholderUnder 5%2022

Frequently asked questions

How much does Altius Financial, Inc. manage?

Altius Financial, Inc. reports $168.1 million in regulatory assets under management on its Form ADV.

How many employees does Altius Financial, Inc. have?

Altius Financial, Inc. reports 3 employees.

Where is Altius Financial, Inc. located?

Altius Financial, Inc. is based in Denver, CO and has been SEC-registered since 2019.

Does Altius Financial, Inc. disclose fund performance?

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

Contact & registration

Address1777 S. Harrison Street, Suite 810, Denver, CO 80210
Phone303-584-9271
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.1M
Non-discretionary$0
Total (RAUM)$168.1M