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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2016
- Office Locations
- 3
Office Locations
About Altman Advisors
Altman Advisors is an independent RIA providing institutional-grade asset management and family office services for select high-net-worth families, with a first-year discovery and integrated planning process designed for multi-generational outcomes. The firm also offers next-generation education and philanthropic advisory to support legacy and foundation goals. Roots date to 1977; independent since 2016.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN MARCUS ALTMAN
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4249622
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BENJAMIN MARCUS ALTMAN
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4249622
Ethan James Goff
--
- CRD
- #6166264
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $483,428,278 | $874,192 |
| Non-Discretionary | $0 | -- |
| Total | $483,428,278 | $874,192 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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