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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- CrestFoundation +more
- Established Date
- 03-30-1999
- Office Locations
- 2
Office Locations
About Altius Financial, Inc.
ALTIUS Financial, Inc. is a boutique Denver-based RIA providing personalized, long-term financial planning and discretionary portfolio management. The team builds customized plans through its Empowered Future Program and uses model portfolios focused on risk management and downside defense, with implementation often using ETFs and other public funds and select alternatives. The firm also produces the biweekly “Capitalize Your Fridays” podcast hosted by two CFPs.
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Owner & Executives
MICHAEL JOHN WILLIAMS
Chief Compliance Officer, President
- CRD
- #1352136
- Ownership
- 75% or more
TAYLOR CATHERINE DENNIS
Vice President
- CRD
- #6476826
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,179,837 | $380,933 |
| Non-Discretionary | $0 | -- |
| Total | $212,179,837 | $380,933 |
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Separately Managed Accounts
Total SMA Asset: $212,179,837
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $247,226,795 | 6.6% |
| Equity - Exchange | $801,614,153 | 21.4% |
| Cash | $824,089,317 | 22.0% |
| Equity - OTC | $1,022,619,925 | 27.3% |
| Other | $209,768,190 | 5.6% |
| Private Funds | $640,542,150 | 17.1% |
| Total | $3,745,860,530 | 100.0% |