Alta Financial Group

Alta Financial Group (CRD# 145001) is a financial advisory firm headquartered in Campbell, CA. They manage $5,000,000 in 10 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
51 E. Campbell Ave, 129-923, Campbell, CA 95008
http://www.afgusa.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Alta Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Hooman Altafi, financial advisor Campbell CA
Hooman Altafi
CRD#: 2165578
51 E. Campbell Ave, 129-923, Campbell, CA 95008

Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in Campbell, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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