ALTAMIRA FINANCIAL GROUP, LLC

SANTA FE, New Mexico·1 registered advisor·CRD# 316907
SEC# 801-1226330505-477-3334
01

Firm Overview

AUM
$91M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALTAMIRA FINANCIAL GROUP, LLC

1 registered advisor
Kerry Douglas Lee
SANTA FE, New Mexico
05

Office Locations

SANTA FE, New Mexico
1 advisor

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Data sourced from SEC Form ADV filings. ALTAMIRA FINANCIAL GROUP, LLC (CRD# 316907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.