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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 08-25-2014
- Office Locations
- 1
Office Locations
About Altamont Advisors LLC
Altamont Advisors LLC is a Greenville, SC RIA serving retail and institutional clients, focused on portfolio construction, asset management, and integrated financial, tax, and estate planning with insurance support. Public profile data indicates a primarily ETF-based SMA approach complemented by U.S. government bonds and cash, with custody including Charles Schwab.
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Owner & Executives
NILES MICHAEL BRANCATI
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, President
- CRD
- #4371663
- Ownership
- 75% or more
Michael Gianni Brancati
Executive Vice President
- CRD
- #8168176
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,285,581,310 | 15.5% |
| U.S. Government/Agency | $2,936,101,830 | 35.4% |
| Cash | $4,072,389,827 | 49.1% |
| Total | $8,294,072,967 | 100.0% |