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Building 2ALTMAN ADVISORS

Map pinCHICAGO, IL
Phone(312) 759-7801
NotebookSEC #801-108135
Total AUM
$483.4M
Employees
13
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 S WACKER DR.
SUITE 9750
CHICAGO
IL 60606
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(312) 759-7801

ReceiptFinancials

Total AUM
$483.4M
Accounts
553
Discretionary
$483.4M
Accounts
553
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$19.9M
HNW Individual Clients
105
AUM
$461.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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