AdvisorCensus / Custodians / Altruist Financial LLC
Investment advisory firms using Altruist Financial LLC as a custodian
187 SEC-registered investment advisory firms name Altruist Financial LLC as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| New York, NY | 11 |
| Phoenix, AZ | 10 |
| Los Angeles, CA | 7 |
| Boston, MA | 6 |
| San Francisco, CA | 6 |
| Philadelphia, PA | 5 |
| San Diego, CA | 5 |
| Denver, CO | 4 |
| Salt Lake City, UT | 4 |
| Charlottesville, VA | 3 |
| Columbus, OH | 3 |
| Grand Rapids, MI | 3 |
| Minneapolis, MN | 3 |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian.
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AdvisorCensus. Investment advisory firms using Altruist Financial LLC as a custodian. https://advisorcensus.com/custodians/altruist-financial https://advisorcensus.com/custodians/altruist-financial