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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