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ALTRUIST FINANCIAL ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$328.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 72.2M |
| Non-Discretionary | 256.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121897 |
| SEC Number | 801-66728 |
| Phone | 269-857-2743 |
| Fax | 269-397-2185 |
| Total Employees | 1 |
Client Count by Type (29 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 26 |
| Corporations/Businesses | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.