A
CRD: 316907
Altamira Financial Group, LLC
Santa FE, NM, 87505
5054773334
$130.3M Total AUM
$130.3M Disc. AUM
-- 3Y CAGR
3 Employees
115 ADV. Clients
4 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-21-2021
- Office Locations
- 1
Office Locations
1012 Marquez Place Unit 204a Santa FE NM
About Altamira Financial Group, LLC
Altamira Financial Group, LLC is a Santa FE-based RIA. The firm has been operating for 4 years. Managing $130.3M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$43.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
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Accredited Investors
Wave Glacier
Asset Classes
Alpha Oak focus Element Timber
Client Personas
Unison fusion
Investment Themes
Ember vector Matrix Harbor wave Radial timber
Investment Vehicles
Matrix horizon Vertex
Services
Horizon North Vector fusion Meridian Radial Radial wave Glacier Unison
Owner & Executives
K
KERRY DOUGLAS LEE
Chief Compliance Officer, Managing Member
- CRD
- #2688537
- Ownership
- 75% or more
(346) 230-6581
timber.crest@meridiancapital.com
in linkedin.com/in/unison-pathway
Showing 1 of 1 owners & executives
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D
DAVID GEORGE RISSER
--
- CRD
- #1634106
(708) 258-3131
harbor.vector@glaciercapital.com
in linkedin.com/in/vector-fusion
G
GONZALO RUFATT
--
- CRD
- #4686876
(217) 861-2016
optima.fusion@beaconcapital.com
in linkedin.com/in/vector-momentum
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,326,433 | $620,602 |
| Non-Discretionary | $0 | -- |
| Total | $130,326,433 | $620,602 |
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Separately Managed Accounts
Total SMA Asset: $130,326,433
Public Funds:
21.4% Equity - Exchange:
18.2% Municipal Bonds:
20.5% Cash:
13.0% Other:
11.8% U.S. Government/Agency:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $627,667,719 | 21.4% |
| Equity - Exchange | $533,810,863 | 18.2% |
| Municipal Bonds | $601,270,478 | 20.5% |
| Cash | $381,293,474 | 13.0% |
| Other | $346,097,153 | 11.8% |
| U.S. Government/Agency | $442,887,035 | 15.1% |
| Total | $2,933,026,722 | 100.0% |