ALTIORA FINANCIAL GROUP, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292008
- Registered since
- February 5, 2018
- Website
- www.altiora.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.78%
- Individuals2.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Altiora Financial Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owner-operated and focuses on individuals and families, delivering financial planning and portfolio management tailored to individual investors and small businesses. Compensation is through a mix of percentage-of-AUM fees and fixed fees. Altiora does not position itself as a capital allocator or pension consultant, does not report active ESG investing, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1DEREK TINNIN
Managing MemberCRD 5394225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$603M in ETFs
35%
$210M
60%
$392M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $112M | 2,890,247 | 18.64% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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