Altiora Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292008
- Registered since
- February 5, 2018
- Website
- www.altiora.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.78%
- Individuals2.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Altiora Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2018 and is organized as an LLC with individual ownership. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of percentage-of-AUM and fixed fees. Altiora is not registered as a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Derek Tinnin
Managing MemberCRD 5394225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$626M in ETFs
34%
$212M
60%
$414M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $128M | 2,886,811 | 20.46% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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