Altfest L J & Co Inc
Legal Name: ALTFEST L J & CO INC
Full Contact Details
Altfest L J & Co Inc
445 PARK AVENUE, 6TH FLOOR, NEW YORK, NY
212-406-0850
212-406-0867
Other Info
Altfest L J & Co Inc is a NY Corporation that has been approved by the U.S. Securities and Exchange Commission since its registration on Feb 2, 1983. With a team of 37 employees, including 16 financial advisors, the firm offers financial analysis and advisory services to an undisclosed number of clients.
Home | Altfest Personal Wealth Management
We offer a comprehensive, truly objective approach to wealth management. And we know you by name.
Direct Owners
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ALTFEST 2012 FAMILY TRUST
OWNER owns 75% or more
-
ANDREW GAMER ALTFEST
PRESIDENT owns more than 10% but less than 25%
-
JOHN NMN VALENTINI
CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
KAREN CAPLAN ALTFEST
EXECUTIVE VICE PRESIDENT CLIENT RELATIONS owns less than 5%
-
LEWIS JAY ALTFEST
CHIEF EXECUTIVE OFFICER owns less than 5%
Indirect Owners
-
LEWIS JAY ALTFEST
CHIEF EXECUTIVE OFFICER owns 75% or more
Prime Brokers
-
CHARLES SCHWAB & CO., INC.
United States
Firms Located Nearby
- Monomoy Capital Management LP
- Antara Capital LP
- OLD FARM Partners LP
- Wavelength Capital Management LLC
- Rothschild & Co Asset Management US Inc
- Secor Investment Advisors LP
- Blackstone Real Estate Special Situations Advisors LLC
- Aureana Capital Management LLC
- Light SKY Macro LP
- Willowridge Partners Inc
Top Holdings
- ISHARES $40,055k
- CAMBRIA ETF TR $33,377k
- FIRST TR EXCHANGE TRADED FD $26,094k
- FIDELITY $17,045k
- PIMCO ETF TR $15,364k
- FIDELITY $13,428k
- SCHWAB STRATEGIC TRUST $12,599k
- INNOVATOR ETFS TR $10,670k
- INNOVATOR ETFS TR $9,861k
- SCHWAB STRATEGIC T $8,644k