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Building 2ALTIUM WEALTH MANAGEMENT LLC

Map pinPURCHASE, NY
Phone877-780-0074
NotebookSEC #801-71774
Total AUM
$2.7B
Employees
42
Clients
944

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
9AM TO 5PM
Monday - Friday
Phone
877-780-0074

ReceiptFinancials

Total AUM
$2.7B
Accounts
3,019
Discretionary
$2.7B
Accounts
3,019
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
422
AUM
$184.7M
HNW Individual Clients
483
AUM
$2.4B
Pension/Profit Sharing Plan Clients
39
AUM
$82.9M

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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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