Altiora Financial Group, LLC

RIASEC Registered

Total AUM

$982M

Discretionary

$766M

78% of AUM

Avg account

$1.6M

Accounts

599

Employees

1

Advisory reps

1

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

FINTRX

Overview

Altiora Financial Group, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management primarily to individual and family clients and small businesses. The firm is registered with the SEC (registered in 2018) and charges clients via a percentage-of-AUM schedule and fixed fees. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios; the firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 90

Active vs passive

$626M in ETFs

Passive

34%

$212M

Active

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%

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Primary office

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Location

, null

Headquartered in , null.

Office locations

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