← Tributary

ALTAMIRA FINANCIAL GROUP, LLC

SANTA FE, NM · CRD 316907 · IAPD ↗ · 505-477-3334

$130.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — ALTAMIRA FINANCIAL GROUP, LLC (SANTA FE, NM) is newly SEC-registered with $115.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.