Altman Investment Management

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Last updated: February 23rd, 2020. Data source: SEC filings.


Altman Investment Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Altman Investment Management manages $82.4 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 21
Percentage of Advisors Trusted Less than 1%
Minimum Investment $1,000,000
Average Client Balance $2,575,250
Total AUM $82.4 million
Advisor / Client Ratio 1:11
Headquarters Princeton, NJ
SEC Filings View SEC IAPD CRD #113832
State(s) Registered CT, NY, TX

SEC data last verified 02/23/2020. 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.



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