ALTAMIRA FINANCIAL GROUP, LLC
ALTAMIRA FINANCIAL GROUP, LLC of SANTA FE, NM is an SEC-registered investment adviser (CRD 316907). Regulatory assets under management: $130.3M.
Registration
- CRD: 316907
- SEC file number: 801-132045
- Type: Registered investment adviser
- 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 | — |
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