Altfest Personal Wealth Management

ALTFEST PERSONAL WEALTH MANAGEMENT

Financial Services, 445 Park Ave, New York, New York, 10022, United States, 51-200 Employees

altfest.com

  • LinkedIn

phone no Phone Number: +18*********

Who is ALTFEST PERSONAL WEALTH MANAGEMENT

Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ por...

Read More
map
  • 445 Park Ave, New York, New York, 10022, United States Headquarters: 445 Park Ave, New York, New York, 10022, United States
  • 1983 Date Founded: 1983
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: 25 Million to 50 Million
  • tech-icon Active Tech Stack: See technologies
  • Marina Marsillo CEO:   Marina Marsillo

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523920 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ALTFEST PERSONAL WEALTH MANAGEMENT

View Employees

Marina Bletnitsky

Executive Assistant to Chief Executive Officer

Lewis Altfest

CEO, Chief Investment Officer, Principal

Andrew Altfest

Executive Vice President-Technology

Altfest Personal Wealth Management Org Chart and Mapping

Similar Companies to Altfest Personal Wealth Management

Copytalk Mobile Transcription Services

  • 51-200 51-200
  • 25 Million to 50 Million $ 25 Million to 50 Million

Altfest Personal Wealth Management Activity Score

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Altfest Personal Wealth Management

Answer: Altfest Personal Wealth Management's headquarters are located at 445 Park Ave, New York, New York, 10022, United States

Answer: Altfest Personal Wealth Management's phone number is +18*********

Answer: Altfest Personal Wealth Management's official website is https://altfest.com

Answer: Altfest Personal Wealth Management's revenue is 25 Million to 50 Million

Answer: Altfest Personal Wealth Management's SIC: 6282

Answer: Altfest Personal Wealth Management's NAICS: 523920

Answer: Altfest Personal Wealth Management has 51-200 employees

Answer: Altfest Personal Wealth Management is in FINANCIAL SERVICES

Answer: Altfest Personal Wealth Management top competitors include: Betterbond, Upstream Investment Partners, Llc, Fundserv, Copytalk Mobile Transcription Services, Tigress Financial Partners, Ipsi, Institutional Cash Distributors, Dci Llc, Mcf, International Card Services (Ics), Independent Financial Partners (Ifp)

Answer: Altfest Personal Wealth Management contact info: Phone number: +18********* Website: https://altfest.com

Answer: Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Answer:

CEO at Altfest Personal Wealth Management

Marina Marsillo

Executive Assistant to Chief Executive Officer

View Employees

Marina Bletnitsky

Executive Assistant to Chief Executive Officer

Lewis Altfest

CEO, Chief Investment Officer, Principal

Andrew Altfest

Executive Vice President-Technology

Altfest Personal Wealth Management Activity Score

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

icon-image Free credits every month