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 11 - 15 of 15 top financial advisors.
11
Daniel Duca, financial advisor New York NY
Daniel J. Duca
CRD#: 4982160
445 Park Avenue, 6th Floor, New York, NY 10022

Daniel Duca (CRD# 4982160) 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.

12
Andrew Laskaris, financial advisor New York NY
Andrew J. Laskaris
CRD#: 7412797
445 Park Avenue, 6th Floor, New York, NY 10022

Andrew Laskaris (CRD# 7412797) 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.

13
Jessica Nelson, financial advisor New York NY
Jessica Nelson
CRD#: 6740189
445 Park Avenue, 6th Floor, New York, NY 10022

Jessica Nelson (CRD# 6740189) 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.

14
Steven Novack, financial advisor New York NY
Steven K. Novack
CRD#: 7416981
445 Park Avenue, 6th Floor, New York, NY 10022

Steven Novack (CRD# 7416981) 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.

15
Feifei Xing, financial advisor New York NY
Feifei Xing
CRD#: 6728382
445 Park Avenue, 6th Floor, New York, NY 10022

Feifei Xing (CRD# 6728382) 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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