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ALTEGRIS ADVISORS, LLC
ALTEGRIS ADVISORS, LLC
SAN JUAN CAPISTRANO, California
·
7 registered advisors
·
CRD# 154003
SEC# 801-71496
0
858-459-7040
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ALTEGRIS ADVISORS, LLC
7 registered advisors
Antolin Garza
LA JOLLA, California
CRD# 6145875
Elizabeth Johanna Strong
SAN JUAN CAPISTRANO, California
CRD# 4752261
Jack Leon Rivkin
LA JOLLA, California
CRD# 400420
James David Waldinger
LA JOLLA, California
CRD# 6222958
Kenneth Ives Mcguire
LA JOLLA, California
CRD# 5727536
Martin Eric Beaulieu
LA JOLLA, California
CRD# 1254042
Matthew Charles Osborne
SAN JUAN CAPISTRANO, California
CRD# 2949871
05
Office Locations
LA JOLLA, California
5 advisors
SAN JUAN CAPISTRANO, California
2 advisors
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Data sourced from SEC Form ADV filings. ALTEGRIS ADVISORS, LLC (CRD# 154003) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.