Altus Wealth Group, LLC
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 287848
- Registered since
- May 16, 2017
- Website
- www.altuswealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.88%
- Individuals25.44%
- Charitable Organizations1.15%
- Corporations / Businesses0.32%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Altus Wealth Group, LLC is an independent registered investment adviser that entered SEC registration in 2017. The firm serves both individual and family clients as well as institutional accounts and operates as a capital allocator, combining in-house portfolio management with selection of outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and manager-of-managers responsibilities. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds66%
- Exchange Traded Equities17%
- Cash & Cash Equivalents7%
- Other5%
- Private Funds3%
Owners & executives
1 of 1
Nancy Mercado
Chief Compliance Officer & PartnerCRD 2211709
Contacts
3 of 5
Edwin Janeczek
Financial AdvisorCRD 5691874
Dustin Bench
Financial AdvisorCRD 4643563
Michael Harrington
Senior Vice PresidentCRD 3162983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$183M in ETFs
85%
$156M
14%
$26.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $36.8M | 48,043 | 20.11% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 423 S Cascade Ave
- Time zone
- MT (UTC-7)
- Office locations
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