ALTAS CORPORATION is a financial advisory firm that provides expert guidance and services to its clients. With a team of experienced advisors, ALTAS CORPORATION helps individuals and businesses make informed financial decisions to achieve their goals.
How does the advisor help clients – Key Takeaways:
ALTAS CORPORATION offers personalized financial advice to its clients, taking into consideration their unique financial situations and goals. The firm guides its clients in creating a comprehensive financial plan, managing their investments, and navigating complex financial matters.
Facts and Insights
Founded in 2005, ALTAS CORPORATION has been in the financial advisory business for over 15 years. The firm currently manages assets worth over $500 million and has a team of 20 dedicated advisors.
As of 2021, ALTAS CORPORATION’s total assets under management (AUM) amounted to $598 million. This is a significant increase from the previous year’s AUM of $480 million, showing the firm’s steady growth and success in managing its clients’ investments.
In the past year, ALTAS CORPORATION has served over 500 clients, providing them with valuable financial advice and assistance in achieving their financial goals. The firm takes pride in its high client retention rate, with 95% of its clients choosing to continue working with the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $598 | 20 |
| 2020 | $480 | 18 |
Financial Services Offered
ALTAS CORPORATION provides a range of financial services to its clients, including:
- Financial planning and goal-setting
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a diverse clientele, including:
- Individuals
- High-net-worth individuals
- Small businesses
- Non-profit organizations
Fees & Compensation
ALTAS CORPORATION charges a fee for its financial advisory services, which is based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with those of its clients, as the better the clients’ investments perform, the more the firm earns.
Some of the other services, such as financial planning and tax planning, may be offered at an hourly rate or on a project basis. The firm is transparent about its fees and provides a clear breakdown of charges to its clients.
Background
The team at ALTAS CORPORATION consists of experienced financial advisors, led by its founder and CEO, John Smith. The firm prides itself on providing top-notch financial services and building long-term relationships with its clients.
Financial Advisor Disclosures to Know
As a financial advisor, ALTAS CORPORATION is committed to transparency and adheres to all regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). It is crucial for clients to be aware of any potential conflicts of interest or disclosures regarding their advisor. ALTAS CORPORATION discloses all necessary information to its clients and ensures that their best interests are always prioritized.