ALTOS FINANCIAL MANAGEMENT LLC
Legal name: ALTOS FINANCIAL MANAGEMENT, LLC
CRD #107602 SEC #801-52394 SAN JOSE, CA 408-249-7881
SEC Registered
Total AUM
$39.6M
Discretionary
$39.6M
Employees
1
Clients
1
Accounts
139
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 6, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | INVESTMENT MANAGER | NA | |
| REID, VICTOR, MINTER | I | MEMBER | NA | |
| REID, VICTOR, MINTER | I | MEMBER | NA | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| DESHIELDS, SHEILA, BETH | I | MEMBER | D | |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HILDRETH, DAVID, IAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jul 6, 2012 REGISTERED
Notice Filings (1)
CA
Address
4100 MOORPARK AVESTE 104
SAN JOSE, CA 95117
United States
Phone: 408-249-7881