Altruist Financial Advisors LLC

Altruist Financial Advisors LLC (CRD# 121897) is a financial advisory firm headquartered in , . They manage $312,095,728 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.altruistfa.com
By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $10,403,191
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Altruist Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric Haas, financial advisor Holland MI
Eric E. Haas
CRD#: 4602909
Holland, MI

Eric Haas (CRD# 4602909) is an Investment Advisor Representative working at Altruist Financial Advisors LLC in Holland, MI and has over 13 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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