Altamira Financial Group, LLC
Altamira Financial Group, LLC is an SEC-registered wealth manager in Santa Fe, NM with $130.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Altamira Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316907, SEC 801-132045, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $130.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Santa Fe, NM
- Employees
- 3
- Clients
- 115
- CRD
- 316907
- Ownership
- LEE, KERRY, DOUGLAS
How much AUM does Altamira Financial Group, LLC have?
Altamira Financial Group, LLC reported $130.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Altamira Financial Group, LLC?
Disclosed owners and executives of Altamira Financial Group, LLC include LEE, KERRY, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.