Altman Advisors Company Profile, Contacts & Intelligence

Financial Services233 S Wacker Dr14 employeesFORFounded 2016
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
14
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

Altman Advisors Overview

For over 50 years, the founders of Altman Advisors and their team have helped to protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Established in 2016, we are a Multi-Family Office (MFO) providing a comprehensive suite of family office and asset management services. Our services include investment management, estate and tax optimization, legacy development, risk mitigation, family governance and education, philanthropic advisory, and real estate and liability planning, all designed to secure and enhance your financial future. Distinguished by our rapid response and resolution commitment, we pride ourselves on delivering a multi-generational Financial Independence Plan within six months of client engagement, along with a series of monthly appointments for a proactive approach. Are you confident your financial legacy will stand the test of time? At Altman Advisors, we do more than manage assets – we nurture lasting partnerships and build enduring financial legacies for generations to come. Altman Advisors is a Registered Investment Adviser. This content is solely for informational purposes. No advice may be rendered by Altman Advisors unless a client service agreement is in place.

Headquarters
233 S Wacker Dr
Website
altmanadvisors.com
Industry
Financial Services
Founded
2016
Stock Symbol
FOR
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Retirement Planning Estate Planning Insurance Planning Financial Planning Portfolio Management Charitable Planning Education Planning Asset Management Liability Planning Real Estate Investment

Altman Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
3 company-domain emails
Visible contacts using Altman Advisors's company email domain.
Executive
2
General
1

Altman Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Michael Santarelli, Cima®
Managing Partner & Senior Portfolio
G
George Rudawski
Senior Portfolio Manager @ Altman
EP
A
Amy Weigand, Cfa
Portfolio Manager, Chartered Financial
E
P
Philip Gordon, Phd
Advisor and Director of Communication

Altman Advisors Workforce Composition

Seniority breakdown across 7 visible profiles.

Executive
2
Manager
2
Director
1
Senior / Lead
1
Individual contributor
1

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