L.J. ALTFEST & CO., INC.

ALTFEST PERSONAL WEALTH MANAGEMENT
NEW YORK, New York·4 registered advisors·CRD# 110130
SEC# 801-183200212-406-0850
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at L.J. ALTFEST & CO., INC.

4 registered advisors
Andrew Gamer Altfest
NEW YORK, New York
John Nmn Valentini
NEW YORK, New York
Karen Caplan Altfest
NEW YORK, New York
Lewis Jay Altfest
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. L.J. ALTFEST & CO., INC. (CRD# 110130) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.