Overview
Assets Under Management: $359 million
Headquarters: FT. MITCHELL, KY
High-Net-Worth Clients: 147
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 153650
Last Filing Date: 2025-01-24 00:00:00
Website: https://altuswm.com