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 that began SEC registration in 2016 and operates as a capital allocator to individuals and families. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, and also offers pension consulting services. Insurance brokerage is part of its business activities. Compensation models include AUM fees, hourly billing and fixed fees. Altman Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
1 of 1
Benjamin Altman
CEO and Chief Investment OfficerCRD 4249622
Contacts
3 of 6
George Rudawski
PartnerCRD 3230894
Philip Gordon
Director of CommunicationsCRD 7660936
Ryan Safko
AdvisorCRD 6509116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$79.3M in ETFs
96%
$75.7M
5%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EUROPE ETF (IEUR) | BlackRock | Passive | Europe Stock | $18.9M | 268,835 | 23.82% |
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
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