Overview
Assets Under Management: $1.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 391
Average Client Assets: $4 million
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