Alta Financial Group
Alta Financial Group (CRD# 145001) is a financial advisory firm headquartered in San Jose, CA. They manage $1,200,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Alta Financial Group
1
Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in San Jose, CA and has over 10 years of experience in the finance industry.
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