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Altruist Financial Advisors LLC

● SEC registered since 2006CRD 121897SEC# 801-66728
Export (members)
Reg. AUM
$328.3M
Employees
1
Accounts
29
Location
—

Altruist Financial Advisors LLC assets under management

Altruist Financial Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $328.3 million in regulatory assets under management and employs 1 people.
www.prufidfa.comView on SEC.gov ↗

Altruist Financial Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric Edward Haas ControlMemberOver 75%2001
Eric Edward Haas ControlChief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Altruist Financial Advisors LLC manage?

Altruist Financial Advisors LLC reports $328.3 million in regulatory assets under management on its Form ADV.

How many employees does Altruist Financial Advisors LLC have?

Altruist Financial Advisors LLC reports 1 employees.

Does Altruist Financial Advisors LLC disclose fund performance?

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

Contact & registration

Phone269-857-2743
Fax269-397-2185
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$72.2M
Non-discretionary$256M
Total (RAUM)$328.3M