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ALTMAN ADVISORS
ALTMAN ADVISORS, INC
CRD 281778 · SEC 801-108135
233 S WACKER DR., SUITE 9750, CHICAGO, IL, 60606, United States
Phone
(312) 759-7801
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$483.4M
Discretionary AUM
$483.4M
Team
13 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $19.9M |
| High net worth individuals | 105 | $461.5M |
States served
AZ, CA, IL, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD