Altius Financial, Inc.

Altius Financial, Inc. (CRD# 113268) is a financial advisory firm headquartered in Denver, CO. They manage $92,610,833 in 1,618 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1777 S. Harrison Street Suite 810, Denver, CO 80210
http://www.altiusfinancial.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    1,618
    ACCOUNTS
  • Average Account Value
    $57,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO

Financial Advisors at Altius Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Williams, financial advisor
Michael J. Williams
CRD#: 1352136
,
96
Wealthminder
score

Michael Williams (CRD# 1352136) is an Investment Advisor Representative working at Altius Financial, Inc. in , and has over 23 years of experience in the finance industry. Michael Williams 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
Taylor McGowen, financial advisor Denver CO
Taylor C. McGowen
CRD#: 6476826
1777 S. Harrison Street Suite 810, Denver, CO 80210
87
Wealthminder
score

Taylor McGowen (CRD# 6476826) is an Investment Advisor Representative working at Altius Financial, Inc. in Denver, CO and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals