Overview
Assets Under Management: $911 million
Headquarters: PURCHASE, NY
High-Net-Worth Clients: 226
Average Client Assets: $3.3 million
Frequently Asked Questions
ALTIUM WEALTH MANAGEMENT LLC 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 #154719), ALTIUM WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ALTIUM WEALTH MANAGEMENT LLC is headquartered in PURCHASE, NY.
ALTIUM WEALTH MANAGEMENT LLC serves 226 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, ALTIUM WEALTH MANAGEMENT LLC 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 LLC manages $911 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, ALTIUM WEALTH MANAGEMENT LLC 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: 226
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.66%
Average Client Assets: $3.3 million
Total Client Accounts: 675
Discretionary Accounts: 675
Regulatory Filings
CRD Number: 154719
Filing ID: 1255014
Last Filing Date: 2018-11-29 18:07:00