Altamont Wealth Management, Inc.
Altamont Wealth Management, Inc. (CRD# 136031) is a financial advisory firm headquartered in Livermore, CA. They manage $135,150,080 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management135MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$1,903,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Elizabeth Mihalka (CRD# 4986247) is an Investment Advisor Representative working at Altamont Wealth Management, Inc. in Livermore, CA and has 1 year of experience in the finance industry.