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Altos Financial Management, LLC

Altos Financial Management, LLC. CRD 107602

A

CRD: 107602

Altos Financial Management, LLC

SAN Jose, CA, 95117
4082497881
www.altosfinancial.com
$31.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail and Institutional
Platforms
Momentum deltaFusion foundation +more
Established Date
04-01-1996
Office Locations
1

Office Locations

4100 Moorpark AVE STE 104 SAN Jose CA

About Altos Financial Management, LLC

Altos Financial Management is an independent RIA in San Jose, CA providing investment advisory, consulting, and strategic planning. The firm emphasizes conservative, risk-aware portfolio construction—monitoring markets and tailoring each account to specific risk/return goals. Portfolios are ETF-centric with meaningful exposure to U.S. government/agency bonds, and are custodied with firms such as Charles Schwab.

Team overview

-- AVG AGE
$15.5M AVG AUM / ADVISOR
$777.2K AVG AUM / CLIENT
16.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Frontier harbor Insight

Custodian

Atlas Glacier Insight oak Crest pioneer

Investment Themes

Optima meridian

Investment Vehicles

Radial Delta

Services

Vital ridge Meridian Unison north Frontier momentum Ridge fusion Capital alpha

Technology

Radial Bridge element Meridian quantum

Owner & Executives

S

SHEILA BETH DESHIELDS

Managing Partner

CRD
--
Ownership
50% but less than 75%
(525) 204-9846
vertex.vector@embercapital.com
in linkedin.com/in/frontier-focus
D

DAVID IAN HILDRETH

Chief Compliance Officer, Managing Member

CRD
#721633
Ownership
50% but less than 75%
(827) 303-8040
fusion.prime@deltacapital.com
in linkedin.com/in/horizon-catalyst
M

Meridian element

Radial vital zenith

CRD
#15142
Ownership
47.8%
(872) 402-1082
prime.atlas@northcapital.com
in linkedin.com/in/alpha-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
08-21-2012
Category Assets AVG. Account size
Discretionary $31,087,345 $284,913
Non-Discretionary $0 --
Total $31,087,345 $284,913

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Separately Managed Accounts

Total SMA Asset: $31,087,345

$31.1M Total SMA
Equity - Exchange:
10.7%
U.S. Government/Agency:
33.5%
Public Funds:
12.1%
Municipal Bonds:
13.8%
Other:
29.9%
Asset class Assets Assets %
Equity - Exchange $104,209,166 10.7%
U.S. Government/Agency $326,262,343 33.5%
Public Funds $117,844,010 12.1%
Municipal Bonds $134,400,607 13.8%
Other $291,201,315 29.9%
Total $973,917,441 100.0%

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