ALTRUIST FINANCIAL ADVISORS LLC
Adviser information for ALTRUIST FINANCIAL ADVISORS LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $73.2M |
| Non-Discretionary | 25 | $238.9M |
| Total | 30 | $312.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 27 | $224.7M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $26.1M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $61.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 10 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-66728 |
|---|---|
| SEC ERA File Number | 801-66728 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 121897 |
| Legal Entity Identifier | None |
Principal Office
3754 65TH STHOLLAND
MI
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 269-857-2743, Fax: 269-397-2185
Websites
Chief Compliance Officer
ERIC E. HAAS
MEMBER, CCO, AND CEO
3754 65TH ST
HOLLAND
MI
United States
Tel:
269-857-2743
Fax:
269-397-2185
A*********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAAS, ERIC, EDWARD | Individual | – | MEMBER | 01/2001 | > 75% |
| HAAS, ERIC, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2001 | > 75% |