ALTA FINANCIAL GROUP

Overview

Alta Financial Group is a small, privately held LLC that serves individual and family clients and bills on a percentage-of-AUM basis. The firm functions as a capital allocator and combines advisory services with brokerage activity: its reported business lines include real estate brokerage, insurance brokerage, and sales of other financial products. On the advisory side it provides portfolio management for individuals and small businesses, manages pooled investment vehicles and institutional/business accounts, conducts selection of other advisers, and runs educational seminars and workshops. The firm is not identified as an active ESG investor and does not report multi-state adviser status. Ownership is listed as individual rather than institutional or corporate, and the firm’s regulatory registration details were not specified in the source data.

Assets & Accounts

Investments & Alternatives