Altar Rock

Overview

Altar Rock is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for a small number of high-balance clients and some institutional relationships. The firm provides financial planning and portfolio management for individuals, families and small businesses, as well as for business and institutional accounts. Its fee arrangements include both a percentage-of-assets-under-management component and fixed fees. Beyond advisory services, Altar Rock also conducts activity as a registered representative of a broker-dealer, acts as an insurance broker, and distributes other financial products. The firm does not present itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices