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Elizabeth Cole Mihalka

ALTAMONT WEALTH MANAGEMENT, INC.·LIVERMORE, California
Clean recordALTAMONT WEALTH MANAGEMENT, INC.
486 SOUTH K STREET, LIVERMORE, CA 94550-4515CRD# 4986247Firm CRD# 136031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Cole Mihalka · LIVERMORE, CA
Registration
CRD #4986247 · ALTAMONT WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Cole Mihalka is a registered financial advisor based in LIVERMORE, California, affiliated with ALTAMONT WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALTAMONT WEALTH MANAGEMENT, INC.
ALTAMONT WEALTH MANAGEMENT, INC.
AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ALTAMONT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4986247
Firm CRD# 136031
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Elizabeth Cole Mihalka offer?
Elizabeth Cole Mihalka specializes in Financial Planning, Investment Management. Contact their office in LIVERMORE, California for a consultation.
What are Elizabeth Cole Mihalka's credentials?
Elizabeth Cole Mihalka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Cole Mihalka located?
Elizabeth Cole Mihalka is based in LIVERMORE, California, working with ALTAMONT WEALTH MANAGEMENT, INC.. Their office serves clients in the LIVERMORE metropolitan area and surrounding communities.
How does Elizabeth Cole Mihalka charge for services?
Elizabeth Cole Mihalka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTAMONT WEALTH MANAGEMENT, INC.?
ALTAMONT WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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