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Home > Retirement Planners > new jersey > princeton > ALTMAN INVESTMENT MANAGEMENT LLC
ALTMAN INVESTMENT MANAGEMENT LLC
33 Witherspoon Street
2nd Floor
Princeton, New Jersey 08542
Tel: 609-252-0048
About ALTMAN INVESTMENT MANAGEMENT LLC
ALTMAN INVESTMENT MANAGEMENT LLC, formally registered with the SEC as ALTMAN INVESTMENT MANAGEMENT LLC. The firm was established in 07/10/2001. They have over 1 offices throughout the country.
ALTMAN INVESTMENT MANAGEMENT LLC is a Princeton, New Jersey based Financial Planning firm with nearly $113,158,389 assets under management, offering retirement planning & investment advisory services to 75 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113832 |
| SEC# | 801-60387 |
| Assets Managed by Firm | $113,158,389 |
| No. of Clients | 75 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 75 | $113,158,389 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $850,016 |
| High net worth individuals | 40 | $112,308,373 |
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