Altamira Financial Group, LLC
● SEC registered since 2025CRD 316907SEC# 801-132045Santa Fe, NM
Reg. AUM
$130.3M
Employees
3
Accounts
210
Location
Santa Fe, NM
Altamira Financial Group, LLC assets under management
Altamira Financial Group, LLC is a registered investment adviser overseen by the SEC based in Santa Fe, NM. The firm has been registered since 2025. It reports $130.3 million in regulatory assets under management and employs 3 people.
Altamira Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kerry Douglas Lee Control | Managing Member, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Altamira Financial Group, LLC manage?
Altamira Financial Group, LLC reports $130.3 million in regulatory assets under management on its Form ADV.
How many employees does Altamira Financial Group, LLC have?
Altamira Financial Group, LLC reports 3 employees.
Where is Altamira Financial Group, LLC located?
Altamira Financial Group, LLC is based in Santa Fe, NM and has been SEC-registered since 2025.
Does Altamira Financial Group, LLC disclose fund performance?
Altamira Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1012 Marquez Place, Unit 204a, Santa Fe, NM 87505 |
| Phone | 505-477-3334 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.3M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$130.3Mregulatory AUM
Discretionary $130.3M