L.J. ALTFEST & CO., INC.

ALTFEST PERSONAL WEALTH MANAGEMENT
NEW YORK, New York·3 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
3
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.

3 registered advisors
Andrew Gamer Altfest
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
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.