Altman Advisors

Altman Advisors (CRD# 281778) is a financial advisory firm headquartered in Chicago, IL. They manage $240,500,000 in 550 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $437,273
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL

Financial Advisors at Altman Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin M. Altman
CRD#: 4249622
233 S Wacker Dr., Suite 9750, Chicago, IL 60606
93
Wealthminder
score

Benjamin Altman (CRD# 4249622) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

2
Sheldon H. Altman
CRD#: 4089
233 S Wacker Dr., Suite 9750, Chicago, IL 60606
83
Wealthminder
score

Sheldon Altman (CRD# 4089) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 38 years of experience in the finance industry.

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