Altman Advisors
SEC RegisteredYour wealth, our experience. Together, we plan your future.
About the firm
Altman Advisors provides asset management and family office services for high-net-worth families. The firm's roots date back to 1977, and it became an independent firm in 2016. Over 97% of its clients have been referred by other satisfied clients, and some families have been with the firm for over 40 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, family office services, philanthropic advisory services, next generation education and planning, and an Advisors Hub platform for entrepreneurial advisors offering family office expertise and institutional-grade asset management.
Who they serve
High-net-worth families, including multigenerational family clients; also serves entrepreneurial advisors through its Advisors Hub platform.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of July 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Altman Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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