Altman Advisors

Altman Advisors (CRD# 281778) is a financial advisory firm headquartered in Chicago, IL. They manage $351,952,810 in 688 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

https://www.linkedin.com/company/altman-advisors

By the Numbers

Total Assets Under Management

352

MILLION
Total Number of Accounts

688

ACCOUNTS
Average Account Value

$511,559

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

Registered Investment Advisor

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, TX

Financial Advisors at Altman Advisors

Showing 1 - 6 of 6 top financial advisors.

1

Benjamin M. Altman

CRD#: 4249622

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

Benjamin Altman (CRD# 4249622) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 17 years of experience in the finance industry.

2

Sheldon H. Altman

CRD#: 4089

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

Sheldon Altman (CRD# 4089) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 42 years of experience in the finance industry.

3

CRD#: 6166264

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

Ethan Goff (CRD# 6166264) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 6 years of experience in the finance industry.

4

Michael P. Mackinnon

CRD#: 7490294

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

Michael Mackinnon (CRD# 7490294) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has 1 year of experience in the finance industry.

5

CRD#: 7458650

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

John Pavlichko (CRD# 7458650) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has 1 year of experience in the finance industry. John Pavlichko 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.

6

Michael A. Santarelli

CRD#: 7490067

233 S Wacker Dr., Suite 9750, Chicago, IL 60606

Michael Santarelli (CRD# 7490067) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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