Altamira Financial Group, LLC

Altamira Financial Group, LLC (CRD# 316907) is a financial advisory firm headquartered in Santa Fe, NM. They manage $93,401,214 in 188 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1012 Marquez Place, Unit 204a, Santa Fe, NM 87505
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $496,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NM

Financial Advisors at Altamira Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kerry Lee, financial advisor Santa Fe NM
Kerry D. Lee
CRD#: 2688537
1012 Marquez Place, Unit 204a, Santa Fe, NM 87505

Kerry Lee (CRD# 2688537) is an Investment Advisor Representative working at Altamira Financial Group, LLC in Santa Fe, NM and has over 28 years of experience in the finance industry.

2
David Risser, financial advisor Santa Fe NM
David G. Risser
CRD#: 1634106
1012 Marquez Place, Unit 204a, Santa Fe, NM 87505

David Risser (CRD# 1634106) is an Investment Advisor Representative working at Altamira Financial Group, LLC in Santa Fe, NM and has over 37 years of experience in the finance industry.

3
Gonzalo Rufatt, financial advisor Santa Fe NM
Gonzalo Rufatt
CRD#: 4686876
1012 Marquez Place, Unit 204a, Santa Fe, NM 87505

Gonzalo Rufatt (CRD# 4686876) is an Investment Advisor Representative working at Altamira Financial Group, LLC in Santa Fe, NM and has over 20 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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