Altium Wealth Management
Altium Wealth Management (CRD# 317691) is a financial advisory firm headquartered in Purchase, NY. They manage $2,547,063,651 in 3,222 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management2,547MILLION
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Total Number of Accounts3,222ACCOUNTS
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Average Account Value$790,523
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX
Brennian Antell (CRD# 5386297) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 15 years of experience in the finance industry.
Mitchell Brill (CRD# 4244594) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 22 years of experience in the finance industry. Mitchell Brill 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.
Paul Bucci (CRD# 1467748) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 25 years of experience in the finance industry.
Michael Buonassi (CRD# 6239091) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 9 years of experience in the finance industry.
Anthony Croce (CRD# 6220979) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 8 years of experience in the finance industry. Anthony Croce 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.
Dylan Curran (CRD# 6300447) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 6 years of experience in the finance industry.
Anthony Destefano (CRD# 1980640) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 33 years of experience in the finance industry.
James Dowling (CRD# 4486074) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 21 years of experience in the finance industry. James Dowling 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.
James Giangrande (CRD# 2160009) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 29 years of experience in the finance industry. James Giangrande 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.
Todd Levy (CRD# 4893593) is an Investment Advisor Representative working at Altium Wealth Management in Purchase, NY and has over 18 years of experience in the finance industry. Todd Levy 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.