ALTMAN ADVISORS
Chicago, Illinois
Altman Advisors is a well-established investment advisory firm headquartered in Chicago, IL. With a history spanning over several years, Altman Advisors has built a strong reputation for providing comprehensive financial services to its esteemed clientele. Currently, they serve a diverse portfolio of over 30 individual clients, managing assets totaling more than $300,366,000. As a local firm deeply rooted in the Chicago community, Altman Advisors is committed to delivering personalized investment strategies tailored to the unique goals and needs of their clients. Their expertise extends beyond investment management, as they also ...
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Assets Under Mgmt

$300.37M

Investment Professionals

6

Locations

0

% 401K & Individual

3%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other Business Activities
Insurance broker or agent
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