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).
Total Assets Under Management103MILLION
Total Number of Accounts222ACCOUNTS
Average Account Value$465,541
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
James Plaster (CRD# 4908869) is an Investment Advisor Representative working at Altamont Capital Management in Asheville, NC and has over 12 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.
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.