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Altfest Personal Wealth Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on May 9, 2019
    • $1.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $431.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Filip Ross Wolfe
October 2007
Ekta Bhaichand Patel
September 2007
William Michael Prendergast
June 2005
Aron E Lenkowsky
August 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Andrew Gamer Altfest President March, 2019 10% to 25%
    Lewis Jay Altfest Chief Executive Officer January, 1985 less than 5%
    John Valentini Chief Operations Officer And Chief Compliance Officer May, 2010 less than 5%
    Karen Caplan Altfest Executive Vice President Client Relations January, 1986 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees