Westminister, CA Office

Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth individuals. The firm operates managed account programs and reports $103.6 million in discretionary assets under management while stating it does not impose a firm minimum account size.

ACM tailors strategies to client objectives, time horizon, and risk tolerance and deploys a mix of approaches that include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Managed accounts are implemented through its investment advisory representatives, reviewed at least quarterly by the firm’s designated reviewer, and the firm recommends custody relationships with Charles Schwab and Altruist.

Noteworthy aspects of the firm include its recent establishment as an SEC‑registered adviser in January 2024 and its multi‑team structure of 26 advisors operating across 28 offices while managing a comparatively modest AUM for that advisor count. The brochure also discloses use of third‑party service providers with artificial intelligence components and that some representatives are licensed to sell commissionable insurance products (up to 30% of their time), items the firm identifies as potential conflicts to be managed.