A
$3.5M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
-- Olympia WA
About Altair Investment Management
Altair Investment Management is a Olympia-based RIA. The firm has been operating for 5 years. Managing $3.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$349.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT KENNETH LOOP
Investment Advisor Representative
- CRD
- #2469955
- 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 | $2,771,347 | -- |
| Non-Discretionary | $727,579 | -- |
| Total | $3,498,926 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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