ALTAMIRA FINANCIAL GROUP, LLC
CRD #316907 SEC #801-132045 SANTA FE, NM 505-477-3334
SEC Registered
Total AUM
$115.9M
Discretionary
$115.9M
Employees
3
Clients
0
Accounts
201
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2025
- 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 |
|---|---|---|---|---|
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
| LEE, KERRY, DOUGLAS | I | MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Jun 13, 2025 REGISTERED
Notice Filings (4)
CA CO NM TX
Address
1012 MARQUEZ PLACEUNIT 204A
SANTA FE, NM 87505
United States
Phone: 505-477-3334