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Michael Jay Kluger

ALTARIS CAPITAL PARTNERS, LLC·NEW YORK, New York
Clean recordALTARIS CAPITAL PARTNERS, LLC
600 LEXINGTON AVENUE, NEW YORK, NY 10022CRD# 2103856Firm CRD# 143611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Jay Kluger · NEW YORK, NY
Registration
CRD #2103856 · ALTARIS CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Jay Kluger is a registered financial advisor based in NEW YORK, New York, affiliated with ALTARIS CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALTARIS, LLC
ALTARIS, LLC
AUM
$9.4B
Regulatory assets under management
Employees
32
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2103856
Firm CRD# 143611
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05

Frequently Asked Questions

What services does Michael Jay Kluger offer?
Michael Jay Kluger specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Michael Jay Kluger's credentials?
Michael Jay Kluger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jay Kluger located?
Michael Jay Kluger is based in NEW YORK, New York, working with ALTARIS CAPITAL PARTNERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Michael Jay Kluger charge for services?
Michael Jay Kluger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTARIS CAPITAL PARTNERS, LLC?
ALTARIS CAPITAL PARTNERS, LLC has approximately 32 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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