Altiora Group, LLC

Altiora Group, LLC (CRD# 173352) is a financial advisory firm headquartered in Mason, OH. They manage $515,034,633 in 713 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $722,349
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
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, IL, OH, PA, TX

Financial Advisors at Altiora Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Pamela D. Clark
CRD#: 5156194
5947 Deerfield Blvd, Suite 202, Mason, OH 45040
90
Wealthminder
score

Pamela Clark (CRD# 5156194) is an Investment Advisor Representative working at Altiora Group, LLC in Mason, OH and has 1 year of experience in the finance industry. Pamela Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Derek R. Tinnin
CRD#: 5394225
5947 Deerfield Blvd, Suite 202, Mason, OH 45040
90
Wealthminder
score

Derek Tinnin (CRD# 5394225) is an Investment Advisor Representative working at Altiora Group, LLC in Mason, OH and has 1 year of experience in the finance industry. Derek Tinnin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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