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ALTAMONT CAPITAL MANAGEMENT
100 Coxe Avenue
Asheville, North Carolina 28801
Tel: 828-236-0610
About ALTAMONT CAPITAL MANAGEMENT
ALTAMONT CAPITAL MANAGEMENT, formally registered with the SEC as ALTAMONT CAPITAL MANAGEMENT. The firm was established in 04/01/2016. They have over 3 offices throughout the country.
ALTAMONT CAPITAL MANAGEMENT is a Asheville, North Carolina based Financial Planning firm with nearly $341,810,724 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118979 |
| SEC# | 801-107614 |
| Assets Managed by Firm | $341,810,724 |
| No. of Clients | 385 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 385 | $341,810,724 |
| Individuals (other than high net worth individuals) | 110 | $38,342,337 |
| High net worth individuals | 42 | $213,868,474 |
| Pension and profit sharing plans | 18 | $49,656,564 |
| Charitable organizations | Fewer than 5 clients | $37,646,993 |
| Corporations or other businesses | Fewer than 5 clients | $2,296,356 |
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