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, SEC-registered investment adviser (registration effective 2016) that primarily serves individual and family clients. The firm operates as a corporation and identifies itself as a capital allocator, blending financial planning and portfolio management across both private- and institution-facing mandates. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm also acts as an insurance broker and charges clients through a mix of AUM-based fees, hourly billing, and fixed fees. Altman Advisors does not position itself as an active 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$124M in ETFs
96%
$119M
4%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EUROPE ETF (IEUR) | BlackRock | Passive | Europe Stock | $20M | 265,639 | 16.09% |
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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