Altman Advisors
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 281778
- Registered since
- July 15, 2016
- Website
- www.altmanadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.46%
- Individuals4.11%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Altman Advisors is an independent registered investment adviser (SEC-registered in 2016) that serves individual and family clients. The firm operates as a corporation owned by a mix of domestic entities and individuals and identifies itself as a capital allocator, which indicates it hires or recommends third‑party managers alongside in‑house portfolio work. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm also functions as an insurance broker and lists an insurance company among its industry affiliations. Fee arrangements are flexible — percentage of AUM, hourly, and fixed-fee engagements are all used.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds12%
- State & Local Bonds10%
- Non-Exchange Traded Equities6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$56.3M in ETFs
93%
$52.2M
7%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EUROPE ETF (IEUR) | BlackRock | Passive | Europe Stock | $19.5M | 264,167 | 34.55% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 233 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
I-Qu & Co
RIAChicago, IL
Nine Ten Capital Management
RIAChicago, IL
Transition Equity Partners, LLC
RIAChicago, IL
Cypress Capital Partners, LLC
RIAChicago, IL
Sterling Fund Management, LLC
RIAChicago, IL
Benford Capital Partners Management, L.P.
RIAChicago, IL