Overview
Assets Under Management: $113 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 75
Discretionary Accounts: 75
Regulatory Filings
CRD Number: 113832
Last Filing Date: 2024-03-12 00:00:00
Website: https://altman-investment.com