ALTMAN ADVISORS

233 S Wacker Dr.
Suite 9750
Chicago, Illinois 60606
Tel: (312) 759-7801

About ALTMAN ADVISORS

ALTMAN ADVISORS, formally registered with the SEC as ALTMAN ADVISORS. The firm was established in 07/15/2016. They have over 1 offices throughout the country.

ALTMAN ADVISORS is a Chicago, Illinois based Financial Planning firm with nearly $372,893,993 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281778
SEC#	801-108135
Assets Managed by Firm	$372,893,993
No. of Clients	585
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	585	$372,893,993
Individuals (other than high net worth individuals)	72	$11,341,465
High net worth individuals	104	$361,552,528

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