Altfest Personal Wealth Management Review

Trust Score 97%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Altfest Personal Wealth Management, federally 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 $1.2 billion and provides investment advisory services for 599 clients (1:599 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,020,033
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:599
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 110130)
State(s) Registered CA, CT, FL, IL, LA, MD, MA, NH, NJ, NY, PA, TX, VT, VA

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