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Elizabeth Cole Mihalka

ALTAMONT WEALTH MANAGEMENT, INC.·LIVERMORE, California
Clean record17 years registeredALTAMONT 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. · 17 years registered
Brand Profile
Not yet started
01

Career History

ALTAMONT WEALTH MANAGEMENT, INC.
Nov 2008 – present
02

Registrations & Exams

Registration record
First registered · November 26, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTAMONT WEALTH MANAGEMENT, INC.
CRD 136031 · SEC 801-111987
AUM
$167M
Regulatory assets under management
Employees
2
110 client accounts
Services offered by ALTAMONT WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALTAMONT WEALTH MANAGEMENT, INC. →
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05

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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