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).

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
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 - 4 of 4 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
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.

3
John Pavlichko
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.

4
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.

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