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 legally known as ALTFEST L J & CO INC. It is a NY Corporation. This firm has 37 employees, of which 16 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 2, 1983.
Direct Owners
-
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
- China Bridge Capital International Advisors LLC
- Keystone Global Partners LLC
- Level Equity Management LLC
- Midocean Credit Fund Management LP
- Safran Wealth Advisors LLC
- P Schoenfeld Asset Management LP
- Radix Organization Inc
- First Manhattan Co
- Cedarview Capital Management LP
- Stone House Capital Management LLC
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