Altfest Personal Wealth Management
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- A pioneer in the fee-only Wealth Management movement, receiving fees from clients not from product sales, which can lead to conflicts of interest. Our highly talented staff work in teams, with internal experts, developing the best strategies, providing a personal, caring atmosphere and a high level of service for clients.Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. Lewis Altfest, Ph.D., CFA, CFP® founded the firm after leaving Lord Abbett & Co. where he was a Partner and Director of Research.Karen C Altfest, Ph.D., CFP® joined the firm in its early years, has had a strong impact on its growth, and oversees the firms marketing activities including a very successful program for affluent women.We are very collegial with a family atmosphere where employees are cared for. We are analytical, hardworking and traditional, yet look to develop new ideas that will help sustain and accelerate our growth into the future.
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Headquarters:445 Park Avenue , New York, New York, United States
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Phone Number: +1 212-406-0850
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Website: https://www.altfest.com
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Employees:54
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Revenue:$1 - 10M
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Legal Name:Altfest Personal Wealth Management
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Altfest Personal Wealth Management's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Altfest Personal Wealth Management
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Where are Altfest Personal Wealth Management's Headquarters?
Altfest Personal Wealth Management's Headquarters are in 445 Park Avenue ,New York,New York,United States
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What is Altfest Personal Wealth Management's phone number?
Altfest Personal Wealth Management's phone number is +1 212-406-0850
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What is Altfest Personal Wealth Management's official website?
Altfest Personal Wealth Management's official website is https://www.altfest.com
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What is Altfest Personal Wealth Management's Revenue?
Altfest Personal Wealth Management's revenue is $1 - 10M
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What is Altfest Personal Wealth Management's NAICS code?
Altfest Personal Wealth Management's NAICS code is 523110
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How many employees are working in Altfest Personal Wealth Management
Altfest Personal Wealth Management has 54 employees
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What is Altfest Personal Wealth Management's Industry?
Altfest Personal Wealth Management is in the industry of Financial Services
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Who is Altfest Personal Wealth Management's Chief Operations Officer, Chief Compliance Officer?
Altfest Personal Wealth Management's Chief Operations Officer, Chief Compliance Officer is John Valentini