Altamira Financial Group, LLC

Overview

Altamira Financial Group, LLC is an SEC registered investment adviser based in Santa Fe, NM, registered since 2021. It reports $13M in assets under management across 210 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$13M

Discretionary

100%

Accounts

210

Average account

$621K

Employees

3

Advisory reps

3

Registered since

2021

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Kerry Douglas Lee Managing Member, Chief Compliance Officer CRD 2688537

Advisory reps 3 of 3

• Kerry Douglas Lee Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2688537
• David George George Risser Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1634106
• Gonzalo Rufatt Registered Rep · Investment Adviser Rep CRD 4686876

Location

Headquarters

1012 Marquez Pl Unit 204A
Santa Fe, NM 87505

County

Santa Fe

Metro area

Santa Fe, NM

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions

Every state, with registration dates

Similar firms near Santa Fe

• Thornburg Investment Management IncSanta Fe, NM$54.5B AUM
• Sun Mountain Capital Advisors, LLCSanta Fe, NM$379M AUM
• City Different InvestmentsSanta Fe, NM$244M AUM
• Financial Partners, LLCSanta Fe, NM$182M AUM
• Horizons Sustainable Financial Services, Inc.Santa Fe, NM$151M AUM