Altamont Capital Management

Altamont Capital Management (CRD# 118979) is a financial advisory firm headquartered in Asheville, NC. They manage $103,350,000 in 222 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $465,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Altamont Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
James W. Plaster
CRD#: 4908869
100 Coxe Avenue, Asheville, NC 28801
96
Wealthminder
score

James Plaster (CRD# 4908869) is an Investment Advisor Representative working at Altamont Capital Management in Asheville, NC and has over 11 years of experience in the finance industry. James Plaster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Clarence D. Pheil
CRD#: 4506324
107 Merrimon Avenue, Asheville, NC 28801
87
Wealthminder
score

Clarence Pheil (CRD# 4506324) is an Investment Advisor Representative working at Altamont Capital Management in Asheville, NC and has 1 year of experience in the finance industry.

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