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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $500.0K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on April 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Alta Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HOOMAN ALTAFI
President
- CRD
- #2165578
- Ownership
- 75% or more
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Unlock allAssets Under Management
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
SMA allocation detail is available
Alta Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.