Altruistic Advisor LLC
Firm details
- Headquarters
- ,
- CRD number
- 329799
- Custodians
- ALTRUIST FINANCIAL LLC, MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans38.14%
- HNWI31.29%
- Individuals30.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Altruistic Advisor LLC is an independent, Pennsylvania-registered limited liability company that provides advice primarily to individuals and families. The firm operates on a fee basis—combining percentage-of-AUM and fixed-fee arrangements—and cites financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory activities. It is owned by an individual and positions itself as a small, client-focused RIA rather than a capital allocator or multi-state advisory platform. The firm is not identified as an active ESG investor.
Assets & Accounts
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 Funds45%
- Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds10%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations