ALTRUISTIC INVESTING, LLC
Legal name: ALTRUISTIC INVESTING
CRD #289016 SEC #801-110892 COLORADO SPRINGS, CO 719-290-9792
SEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
Employees
2
Clients
--
Accounts
57
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEITZMANN, STEPHEN, DANIEL | I | CEO/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/CCO | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/CCO | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/CCO | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/CCO | NA | |
| HEITZMANN, STEPHEN, DANIEL | I | CEO/CCO | NA | |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER | E | Control |
| BAUER, DANIEL, CARL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 7, 2019 REGISTERED
Notice Filings (1)
CO
Address
7680 GODDARD STREETSUITE 213
COLORADO SPRINGS, CO 80920
United States
Phone: 719-290-9792