ALTIUS FINANCIAL, INC.
CRD #113268 SEC #801-117124 DENVER, CO 303-584-9271
SEC Registered
Total AUM
$168.1M
Discretionary
$168.1M
Employees
3
Clients
10
Accounts
543
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENNIS, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| DENNIS, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| DENNIS, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| KREGER, TAMMY, BEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KREGER, TAMMY, BEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KREGER, TAMMY, BEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGOWEN, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| MCGOWEN, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| MCGOWEN, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| MCGOWEN, TAYLOR, CATHERINE | I | SHAREHOLDER | NA | |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, MICHAEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
1777 S. HARRISON STREETSUITE 810
DENVER, CO 80210
United States
Phone: 303-584-9271