At a glance
- Terms, client assets and headcount for ALTIUS were not disclosed.
- Form ADV filings show Robertson Stephens with $8.8 billion in regulatory assets, 118 employees and 8,592 accounts in its Sept. 4 filing, compared with the more than $11 billion the firm cites in its announcement.
- ALTIUS, the firm's second addition in 14 days, gives individual, family and business-owner clients access to Robertson Stephens' planning capabilities, investment solutions and resources while keeping their existing advisors.
Robertson Stephens, a national wealth firm that says it manages more than $11 billion, said Nov. 3 that Denver-based ALTIUS Financial joined it, giving the firm a fourth office in Colorado. Terms, client assets and headcount for ALTIUS were not disclosed.
Form ADV filings show Robertson Stephens with $8.8 billion in regulatory assets, 118 employees and 8,592 accounts in its Sept. 4 filing, compared with the more than $11 billion the firm cites in its announcement. As Private Wealth Daily previously reported, the firm combined with Alpha Investment Consulting, a Milwaukee institutional consultant, in a deal that closed Oct. 20. The Alpha deal covered $714 million in assets.
ALTIUS, the firm's second addition in 14 days, gives individual, family and business-owner clients access to Robertson Stephens' planning capabilities, investment solutions and resources while keeping their existing advisors.
Michael Williams founded ALTIUS and is now Managing Director and Principal at Robertson Stephens. The release credits him with more than 38 years of wealth management experience. Fellow CFP and owner Taylor Dennis joins him, along with team members Jennifer Kreger and Krescent Williams.
ALTIUS's planning work centers on its proprietary Empowered Future Program, which the release describes as strategies to build, defend and grow client capital.
Reported by the Moves desk from GlobeNewswire — Robertson Stephens release, Form ADV (SEC IAPD) and Private Wealth Daily Deal Tracker. Published . Corrections