ALTOS FINANCIAL MANAGEMENT, LLC

Overview

Altos Financial Management, LLC is a small, equity‑oriented advisory firm that concentrates on portfolio management for individuals and small businesses. The firm charges on a percentage‑of‑assets basis and also bills hourly for certain services. Its client mix includes individual and family relationships alongside a limited institutional presence. Investment activity centers on exchange‑traded equities and ETF vehicles as the primary building blocks of client portfolios, with a clear preference for direct equity exposure delivered through managed accounts. Altos does not identify as an active ESG investor and operates from a limited footprint rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices