Altanes Investments, LLC

Altanes Investments, LLC (CRD# 128386) is a financial advisory firm headquartered in Locust Valley, NY. They manage $18,624,846 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
60 Valley Avenue, Locust Valley, NY 11560
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $846,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Altanes Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Jones, financial advisor Mill Neck NY
Nicholas P. Jones
CRD#: 2458252
Mill Neck, NY

Nicholas Jones (CRD# 2458252) is an Investment Advisor Representative working at Altanes Investments, LLC in Mill Neck, NY and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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