search

Altfest Personal Wealth Management Review

Is this your firm? Access your Trusted badge

business

The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Altfest Personal Wealth Management, registered in 1983, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 1 advisors. Altfest Personal Wealth Management manages $1.3 billion and provides investment advisory services for 596 clients (1:596 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 11
Minimum Investment $1,000,000
Average Client Balance $2,206,375
Total AUM $1.3 billion
Advisor / Client Ratio 1:596
Headquarters New York, NY
SEC Filings View SEC IAPD CRD #110130
State(s) Registered CA, CT, FL, IL, LA, MD, MA, NH, NJ, NY, PA, TX, VT, VA


Was this page helpful?

Yes or No


*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


×
contact_supportSupport