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Alta VIA Capital

Headquartered in PLEASANTON, CA

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Firm Information

Alta VIA Capital is an investment advisor that provides portfolio management for individuals, pension consulting, and wrap fee programs. They have over $80 million in regulatory assets under management and serve a variety of clients including high net worth individuals, other investment advisors, pension plans, corporations, and individuals.

Alta VIA Capital

$80.50M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ALTA VIA CAPITAL has a total of 1 branch locations across the country.
location

PLEASANTON, CA

Advisors at Alta VIA Capital

View All 3 Advisors
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Patrick Gaynor

RA

PLEASANTON, CA

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Carl Matthew Gabler

RA

PLEASANTON, CA

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Dragos Georgescu

RA

PLEASANTON, CA

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Disclosures

There are no public disclosures for Alta VIA Capital.

Frequently Asked Questions (6)

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