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Building 2ALTFEST PERSONAL WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone212-406-0850
NotebookSEC #801-18320
Total AUM
$1.8B
Employees
42
Clients
696

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 PARK AVENUE
6TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:30 A.M.-6:00 P.M.
Monday - Friday
Phone
212-406-0850
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
3,139
Discretionary
$1.8B
Accounts
3,139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$119.1M
HNW Individual Clients
431
AUM
$1.6B
Pooled Vehicle Clients
4
AUM
$19M
Charitable Organization Clients
5
AUM
$14.1M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILLAMAMDNHNJNVNYPASCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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