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