Altfest L J & Co Inc

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.

• 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%

• LEWIS JAY ALTFEST

  CHIEF EXECUTIVE OFFICER owns 75% or more

• CHARLES SCHWAB & CO., INC.
  United States

• CWM Partners LLC
• Eagle BAY Advisors LLC
• Element Capital Management LLC
• Baron Capital Management Inc
• Tiger EYE Capital LLC
• LEE Equity Partners LLC
• Nikko Asset Management Americas Inc
• DUNE Real Estate Partners LP
• ROAM Global Management LP
• Beekman Wealth Advisory LLC

• Investment Firm Altfest L J & Co Inc's 13F Holdings: Q4 2022 vs Q1 2023

• 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