ALTA ASSET MANAGEMENT, LLC
CRD 339811 · SEC 801-135204
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
437 MADISON AVENUE; 26TH FLOOR, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
50 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
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Services
States served
NY
All web addresses on file
Official SEC filing: View on IAPD