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Altitude Capital Management LLC

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Total assets under management

$49,400,000

Total clients

295

34% high-net worth

Total advisors

16

of 17 employees

Firm size

Multi Team

Average clients per advisor

18

Average account size

$167,458

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for financial planning range from $500 to $2,500 per project.

Project-based

Hourly fees for financial planning range from $200 to $500 per hour.

Other

Fee-only: Financial planning fees range from $500 to $2,500 per project (fixed fees), or $200 - $500 per hour (hourly fees) depending on negotiation and complexity.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Altitude Capital Management LLC

2015 Grand Avenue, Suite 100

Des Moines IA 50312, United States

Number of offices

19

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 515-207-3310

Advisors at this firm

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Sherwood B

Series 63, Series 65

Raleigh, NC

Altitude Capital Management LLC
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Michael C

ChFC®, Series 65

Saline, MI

Altitude Capital Management LLC
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Adrian R

Series 63, Series 65

Little Rock, AR

Altitude Capital Management LLC
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Daniel N

Series 63, Series 66

Naples, FL

Altitude Capital Management LLC
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Dennis S

Series 63, Series 65

Mesa, AZ

Altitude Capital Management LLC
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Anthony M

Series 63, Series 65

King Of Prussia, PA

Altitude Capital Management LLC
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Andre H

Series 65, Series 66

Des Moines, IA

Altitude Capital Management LLC
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Matthew A

Series 63, Series 65, Series 66

Des Moines, IA

Altitude Capital Management LLC
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Regina C

Series 65

Johnson City, TN

Altitude Capital Management LLC
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Bruce M

Series 63, Series 65

Freeport, ME

Altitude Capital Management LLC
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Michael G

Series 63

Dayton, OH

Altitude Capital Management LLC
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John P

CFP®, Series 63, Series 65

Houston, TX

Altitude Capital Management LLC
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Charles G

Series 63, Series 66

Tacoma, WA

Altitude Capital Management LLC
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Thomas C

Series 63, Series 65

Charlotte, NC

Altitude Capital Management LLC
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Matthew F

Series 63, Series 65

St. Charles, IL

Altitude Capital Management LLC
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