Altius Financial Advisors, LLC

Altius Financial Advisors, LLC (CRD# 118287) is a financial advisory firm headquartered in Bethesda, MD. They manage $44,851,934 in 48 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $934,415
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

DC, MD, TX, VA

Financial Advisors at Altius Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mehmood Nathani
CRD#: 4485997
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
96
Wealthminder
score

Mehmood Nathani (CRD# 4485997) is an Investment Advisor Representative working at Altius Financial Advisors, LLC in Bethesda, MD and has over 14 years of experience in the finance industry. Mehmood Nathani 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
Amy A. Mitchell
CRD#: 6450450
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
90
Wealthminder
score

Amy Mitchell (CRD# 6450450) is an Investment Advisor Representative working at Altius Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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