ALTA FINANCIAL GROUP

ALTA FINANCIAL GROUP of CAMPBELL, CA is an SEC-registered investment adviser (CRD 145001). Regulatory assets under management: $6.0M.

Registration

• CRD: 145001
• Type: Registered investment adviser
• Location: 452 SALMAR AVE, CAMPBELL, CA, 95008
• Phone: 415-999-7046
• Latest filing: 2026-04-16
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search