Altamira Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$128,240,522
Clients
115
14% high-net worth
Advisors
3
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
38
LowAverage account size
$1,115,135
About
Altamira Financial Group advises individuals (including high-net-worth clients), employer-sponsored retirement plans, trusts, foundations, and other institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm also arranges access to third-party investment managers and participates in several LPL-sponsored advisory programs for implementation.
The firm’s investment process emphasizes tailored client profiles and goal-based asset allocation, combining macroeconomic themes with fundamental and technical analysis to construct diversified portfolios using equities, ETFs, mutual funds, and selected third-party managers. Altamira performs ongoing monitoring and periodic reviews, coordinates with clients’ other advisors (CPAs, estate attorneys, insurance brokers), and serves in ERISA fiduciary roles (including 3(21) and 3(38) plan services) when engaged by plan sponsors.
Notably, Altamira operates a firm-sponsored wrap fee program and provides introductions to third-party managers—an arrangement that is relatively uncommon among similar supported firms—and discloses related wrap and program materials in Appendix 1 of its brochure. The firm also blends retirement-plan fiduciary work, access to multiple LPL program platforms, and occasional recommendations of non-liquid alternative or private-business investments, which together distinguish its service mix for a three-advisor practice managing approximately $130 million.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 2.50% annually including any third party money manager fees and/or LPL Program fees $25,000 - $49,999: Minimum account size for Model Wealth Portfolios Program (MWP) $50,000 - $249,999: Minimum account size for Manager Access Select Program $250,000+: Minimum account size for Personal Wealth Portfolios Program (PWP)
Commissions on securities transactions through LPL Financial in registered representative capacity; insurance commissions for licensed insurance agents.
$200/hour for stand-alone financial planning and consulting services.
Account minimum: $25,000
Main office location
Altamira Financial Group, LLC
1012 Marquez Place, Unit 204 A
Santa Fe NM 87505, United States
Number of offices
1
Most active in
California · Colorado · New Mexico
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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