Overview
Assets Under Management: $1.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 391
Average Client Assets: $4 million
Frequently Asked Questions
L.J. ALTFEST & CO., INC. 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 #110130), L.J. ALTFEST & CO., INC. is subject to fiduciary duty under federal law.
L.J. ALTFEST & CO., INC. is headquartered in NEW YORK, NY.
L.J. ALTFEST & CO., INC. serves 391 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, L.J. ALTFEST & CO., INC. offers financial planning and portfolio management for individuals. View all service details ↓
L.J. ALTFEST & CO., INC. manages $1.6 billion in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, L.J. ALTFEST & CO., INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 391
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 3,191
Discretionary Accounts: 3,191
Regulatory Filings
CRD Number: 110130
Last Filing Date: 2025-02-24 00:00:00
Website: https://altfest.com