Overview
Assets Under Management: $228 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.08
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 151638
Last Filing Date: 2024-03-29 00:00:00
Website: https://altai.com