Altius Financial Advisors, LLC
Altius Financial Advisors, LLC (CRD# 118287) is a financial advisory firm headquartered in Bethesda, MD. They manage $87,306,822 in 169 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Altius Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management87MILLION
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Total Number of Accounts169ACCOUNTS
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Average Account Value$516,608
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, TX, VA
Financial Advisors at Altius Financial Advisors, LLC
No Advisor Found.
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