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Alta Financial Group

EST. AUM
$6,000,000

CONTACTS

CLIENT ACCOUNTS
10

Firm Details

Metro area San Jose
CRD Number 145001
Website afgusa.com
Client types

Overview

Alta Financial Group is an independent, fee-only Registered Investment Adviser (RIA) providing comprehensive wealth management, financial planning, and investment advisory services to high-net-worth individuals, retirees, real estate investors, and corporate retirement plans. Led by Hooman Altafi, the firm operates under a fiduciary standard, delivering transparent, conflict-free financial advice without commissions or product sales. Its investment philosophy combines low-cost index funds with disciplined active portfolio management to create diversified, tax-efficient investment strategies designed to preserve wealth, manage risk, and achieve long-term financial success.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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