Altfest Personal Wealth Management

Altfest Personal Wealth Management (CRD# 110130) is a financial advisory firm headquartered in New York, NY. They manage $1,578,705,262 in 3,328 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
445 Park Avenue, 6th Floor, New York, NY 10022
https://www.linkedin.com/company/altfestpersonalwealthmanagement/
By the Numbers
  • Total Assets Under Management
    1,579
    MILLION
  • Total Number of Accounts
    3,328
    ACCOUNTS
  • Average Account Value
    $474,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, LA, MA, MD, NH, NJ, NY, PA, SC, TX, VA, VT

Financial Advisors at Altfest Personal Wealth Management
Showing 1 - 10 of 17 top financial advisors.
1
James Bassett, financial advisor New York NY
James W. Bassett
CRD#: 6160744
445 Park Avenue, 6th Floor, New York, NY 10022

James Bassett (CRD# 6160744) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 10 years of experience in the finance industry.

2
Denise Burns, financial advisor New York NY
Denise M. Burns
CRD#: 1026097
445 Park Avenue, 6th Floor, New York, NY 10022

Denise Burns (CRD# 1026097) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 18 years of experience in the finance industry.

3
Jesse Frehling, financial advisor New York NY
Jesse B. Frehling
CRD#: 6438259
445 Park Avenue, 6th Floor, New York, NY 10022

Jesse Frehling (CRD# 6438259) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 8 years of experience in the finance industry.

4
Eric Nelson, financial advisor New York NY
Eric S. Nelson
CRD#: 1558052
445 Park Avenue, 6th Floor, New York, NY 10022

Eric Nelson (CRD# 1558052) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 17 years of experience in the finance industry.

5
Ekta Patel, financial advisor New York NY
Ekta B. Patel
CRD#: 5400483
445 Park Avenue, 6th Floor, New York, NY 10022

Ekta Patel (CRD# 5400483) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 16 years of experience in the finance industry.

6
William Prendergast, financial advisor New York NY
William M. Prendergast
CRD#: 4096991
116 John Street, Suite 1120, New York, NY 10038

William Prendergast (CRD# 4096991) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 18 years of experience in the finance industry.

7
Filip Wolfe, financial advisor New York NY
Filip R. Wolfe
CRD#: 5400498
445 Park Avenue, 6th Floor, New York, NY 10022

Filip Wolfe (CRD# 5400498) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 16 years of experience in the finance industry.

8
Andrew Altfest, financial advisor New York NY
Andrew G. Altfest
CRD#: 6316746
445 Park Avenue, 6th Floor, New York, NY 10022

Andrew Altfest (CRD# 6316746) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has over 9 years of experience in the finance industry.

9
Karen Altfest, financial advisor New York NY
Karen C. Altfest
CRD#: 4667780
445 Park Avenue, 6th Floor, New York, NY 10022

Karen Altfest (CRD# 4667780) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has 1 year of experience in the finance industry.

10
Lewis Altfest, financial advisor New York NY
Lewis J. Altfest
CRD#: 4029
445 Park Avenue, 6th Floor, New York, NY 10022

Lewis Altfest (CRD# 4029) is an Investment Advisor Representative working at Altfest Personal Wealth Management in New York, NY and has 1 year of experience in the finance industry.

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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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