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ALTFEST PERSONAL WEALTH MANAGEMENT
L.J. ALTFEST & CO., INC.
CRD 110130 · SEC 801-18320
445 PARK AVENUE, 6TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-406-0850
Fax
212-406-0867
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.80B
Team
42 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $119.1M |
| High net worth individuals | 431 | $1.64B |
| Pooled investment vehicles | 4 | $19.0M |
| Charitable organizations | 5 | $14.1M |
States served
VT, AZ, CA, IL, LA, MD, MA, NV, NJ, NY, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD