400 Hamilton Avenue
Suite 230
Palo Alto, California 94301
Tel: 650-264-7750
ALTAMONT CAPITAL PARTNERS, formally registered with the SEC as ALTAMONT CAPITAL PARTNERS. The firm was established in 03/30/2012. They have over 3 offices throughout the country.
ALTAMONT CAPITAL PARTNERS is a Palo Alto, California based Financial Planning firm with nearly $4,197,521,347 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 60 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160498 |
SEC# | 801-73701 |
Assets Managed by Firm | $4,197,521,347 |
No. of Clients | 26 |
No. of Advisors | 60 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 26 | $4,197,521,347 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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