# ALTAMIRA FINANCIAL GROUP, LLC

ALTAMIRA FINANCIAL GROUP, LLC of SANTA FE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 316907
- Type: SEC-registered investment adviser
- SEC file number: 801-132045
- Location: 1012 MARQUEZ PLACE, UNIT 204A, SANTA FE, NM, 87505
- Phone: 505-477-3334
- Latest filing: 2026-03-27
- Regulatory AUM: $130.3M
- Discretionary AUM: $130.3M
- Clients: 3
- Accounts: 210

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kerry Douglas Lee | MANAGING MEMBER, CCO | — |
| LEE KERRY DOUGLAS | MANAGING MEMBER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316907/similar
- Related entities: https://search.stillhousedata.com/firm/316907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316907

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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.