Joseph Richard Julian
Investment adviser representative at Altes Capital, LLC
2 yearsExperience
2 statesRegistered in
$3.2BFirm assets
2 yearsFirm in business
Are you Joseph Richard Julian? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
2 years in the industry.
- Altes Capital, LLCJan 2025 to now
- Highmore Group Advisors, LLCAug 2015 to now
- Quasar Distributors, LLCOct 2017 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Altes Capital, LLC
$3.2BAssets managed
12Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2233025
- Firm CRD
- 331481