# Altos Financial Management LLC

Altos Financial Management LLC is a RIA based in San Jose, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.altosfinancialmanagement.com

## Regulatory record

- **CRD number:** 107602
- **SEC file number:** 801-52394
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107602

## About

Altos Financial Management is an independent investment advisor that promotes conservative investing. Founded in 1996 with the client's financial well-being as the number one priority, it is a fee-only advisor that does not receive commissions from the sale of financial products. Each client account is individually tailored to meet specific risk and return criteria, with portfolio adjustments aimed at minimizing risk exposure while seeking attractive investment returns.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Related profiles

- [Niles Asset Management](https://altss.com/profile/niles-asset-management-inc)

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Last updated: 2026-08-11T15:06:04.815Z

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