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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| Aug 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| Jul 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| Jun 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| May 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| Apr 2012 | $39.6M | $39.6M | $0 | 1 | 150 |
| Mar 2011 | $43.7M | $43.7M | $0 | 5 | -- |
| Mar 2008 | $54.3M | $54.3M | $0 | 5 | -- |
| Mar 2007 | $55.3M | $55.3M | $0 | 5 | -- |
| Mar 2006 | $49.7M | $49.7M | $0 | 5 | -- |
| Sep 2005 | $49M | $49M | $0 | 5 | -- |
| Mar 2004 | $40.2M | $40.2M | $0 | 5 | -- |
| Mar 2002 | $42.5M | $42.5M | $0 | 5 | -- |
| Sep 2001 | $46.7M | $46.7M | $0 | 5 | -- |
DateAug 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateAug 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateJul 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateJun 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateMay 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateApr 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients150
DateMar 2011
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$49.7M
Discretionary$49.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--