Unclaimed Profile

Nancy Pizarro Mercado

ALTUS WEALTH GROUP, LLC·COLORADO SPRINGS, Colorado

Clean recordALTUS WEALTH GROUP, LLC

423 SOUTH CASCADE AVENUE, COLORADO SPRINGS, CO 80903CRD# 2211709Firm CRD# 287848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Pizarro Mercado · COLORADO SPRINGS, CO

Registration

CRD #2211709 · ALTUS WEALTH GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Pizarro Mercado is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with ALTUS WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALTUS WEALTH GROUP, LLC

AUM

$445M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALTUS WEALTH GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2211709

Firm CRD# 287848

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Frequently Asked Questions

What services does Nancy Pizarro Mercado offer?

Nancy Pizarro Mercado specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Nancy Pizarro Mercado's credentials?

Nancy Pizarro Mercado is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Pizarro Mercado located?

Nancy Pizarro Mercado is based in COLORADO SPRINGS, Colorado, working with ALTUS WEALTH GROUP, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Nancy Pizarro Mercado charge for services?

Nancy Pizarro Mercado's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTUS WEALTH GROUP, LLC?

ALTUS WEALTH GROUP, LLC has approximately 10 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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