# ALTA FINANCIAL GROUP

ALTA FINANCIAL GROUP of CAMPBELL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 145001
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145001/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145001/similar
- Related entities: https://search.stillhousedata.com/firm/145001/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145001

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.