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Altair Financial LLC

EST. AUM
$0

CONTACTS
1

CLIENT ACCOUNTS
0

Firm Details

Metro area Raleigh
CRD Number 335562
Website altairfinancial.co
Client types

Overview

Altair Financial LLC is a fee-only registered investment advisor that provides personalized financial strategies, including financial planning and, on a limited basis, investment management through its custodian, Schwab. The firm emphasizes fiduciary conduct, transparency, and simplicity, stating that it does not sell financial products or receive commissions. Its planning process includes creating an Investment Policy Statement tailored to the client, determining risk tolerance and asset allocation, and offering accountability check-ins for ongoing support. The firm highlights a preference for index funds and does not condone active trading strategies. Altair Financial LLC is registered in the state of North Carolina.

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Address

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

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