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, owner-operated RIA organized as an LLC that advises individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges clients via a blend of asset-based fees and fixed fees. It does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. SEC registration year is not provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Paul Kobilka
Principal And Chief Compliance OfficerCRD 1137385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations