Overview
Assets Under Management: $2.9 billion
Headquarters: PURCHASE, NY
High-Net-Worth Clients: 533
Average Client Assets: $5.1 million
Frequently Asked Questions
ALTIUM WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317691), ALTIUM WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ALTIUM WEALTH MANAGEMENT is headquartered in PURCHASE, NY.
ALTIUM WEALTH MANAGEMENT serves 533 high-net-worth clients according to their SEC filing dated April 05, 2023. View client details ↓
According to their SEC Form ADV, ALTIUM WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ALTIUM WEALTH MANAGEMENT manages $2.9 billion in client assets according to their SEC filing dated April 05, 2023.
According to their SEC Form ADV, ALTIUM WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 533
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.69%
Average Client Assets: $5.1 million
Total Client Accounts: 3,532
Discretionary Accounts: 3,513
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 317691
Filing ID: 1750014
Last Filing Date: 2023-04-05 12:44:00