Alta Financial Group
Alta Financial Group (CRD# 145001) is a financial advisory firm headquartered in San Jose, CA. They manage $200,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$100,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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.