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Building 2ALTAMONT CAPITAL MANAGEMENT

Map pinASHEVILLE, NC
Phone828-236-0610
NotebookSEC #801-107614
Total AUM
$412.3M
Employees
2
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 COXE AVENUE
ASHEVILLE
NC 28801
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
828-236-0610
Other Offices
2

ReceiptFinancials

Total AUM
$412.3M
Accounts
387
Discretionary
$355.3M
Accounts
356
Non-Discretionary
$57M
Accounts
31

ContactClients

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Individual Clients
107
AUM
$41.3M
HNW Individual Clients
41
AUM
$276.5M
Pension/Profit Sharing Plan Clients
15
AUM
$53.7M
Charitable Organization Clients
1
AUM
$40M
Corporation or Business Clients
1
AUM
$799.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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