Altius Financial, Inc.
● SEC registered since 2019CRD 113268SEC# 801-117124Denver, CO
Reg. AUM
$212.2M
Employees
3
Accounts
557
Location
Denver, CO
Altius Financial, Inc. assets under management
Altius Financial, Inc. is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2019. It reports $212.2 million in regulatory assets under management and employs 3 people.
Altius Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael John Williams Control | President, Chief Compliance Officer | Over 75% | 2000 |
| Taylor Catherine Dennis | Shareholder | Under 5% | 2022 |
Frequently asked questions
How much does Altius Financial, Inc. manage?
Altius Financial, Inc. reports $212.2 million in regulatory assets under management on its Form ADV.
How many employees does Altius Financial, Inc. have?
Altius Financial, Inc. reports 3 employees.
Where is Altius Financial, Inc. located?
Altius Financial, Inc. is based in Denver, CO and has been SEC-registered since 2019.
Does Altius Financial, Inc. disclose fund performance?
Altius Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1777 S. Harrison Street, Suite 810, Denver, CO 80210 |
| Phone | 303-584-9271 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212.2M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$212.2Mregulatory AUM
Discretionary $212.2M