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Building 2ALTIUM WEALTH MANAGEMENT

Map pinPURCHASE, NY
Phone877-780-0074
NotebookSEC #801-123398
Total AUM
$2.9B
Employees
36
Clients
1,030

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 WESTCHESTER AVE.
SUITE 210
PURCHASE
NY 10577
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
877-780-0074

ReceiptFinancials

Total AUM
$2.9B
Accounts
3,532
Discretionary
$2.9B
Accounts
3,513
Non-Discretionary
$38.1M
Accounts
19

ContactClients

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Individual Clients
478
AUM
$206.5M
HNW Individual Clients
533
AUM
$2.7B
Pension/Profit Sharing Plan Clients
19
AUM
$38.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILMAMDNCNENHNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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