A
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2008
- Office Locations
- 1
Office Locations
452 Salmar AVE Campbell CA
About Alta Financial Group
Alta Financial Group is an independent, no-commission advisory firm providing investment and retirement planning for individuals, with hands-on guidance around saving and investing. Portfolios use an active-passive approach that blends low-cost index and ETF exposure with selective active management to adapt to changing risks and opportunities, with a stated focus on keeping advisory and investment fees low.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
HOOMAN ALTAFI
President
- CRD
- #2165578
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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