ALTMAN ADVISORS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 281778
- Registered since
- July 15, 2016
- Website
- www.altmanadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.46%
- Individuals4.11%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Altman Advisors is an independent registered investment adviser that registered with the SEC in 2016 and serves individual and family clients. The firm describes itself as a capital allocator and combines financial planning with portfolio management for individuals, small businesses and institutions. Its business mix includes insurance brokerage alongside advisory services, and it charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Advisory offerings listed by the firm include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds12%
- State & Local Bonds10%
- Non-Exchange Traded Equities6%
Owners & executives
1 of 1BENJAMIN ALTMAN
CEO and Chief Investment OfficerCRD 4249622
Contacts
3 of 6GEORGE RUDAWSKI
PartnerCRD 3230894
Philip Gordon
Director of CommunicationsCRD 7660936
Ryan Safko
AdvisorCRD 6509116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$79.3M in ETFs
96%
$75.7M
5%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EUROPE ETF (IEUR) | BlackRock | Passive | Europe Stock | $18.9M | 268,835 | 23.82% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 233 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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