LJ Altfest

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

445 Park Ave Fl 6, New York, New York, 1...

Phone Number

(212) 406-0850

Revenue

$10.9 Million

Industry

Finance Securities Trading

About LJ Altfest

Altfest Personal Wealth Management is a fee-only fiduciary advisory firm that has been providing comprehensive wealth management and financial planning services since 1983. The firm specializes in personalized financial planning and investment management, catering to a diverse clientele including physicians, dentists, women, business owners, and retirees. With a commitment to eliminating bias and conflicts of interest, Altfest operates solely in a fiduciary capacity, ensuring that clients' best interests are always prioritized. The firm has offices in New York, NY, and Miami, FL, serving clients across the United States.Explore more
LJ Altfest's Social MediaSIC Code 62,628NAICS Code 52,523Show more

LJ Altfest Org Chart

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The Chief of Staff of the Office of the Chair...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LJ Altfest

$10.9M
11-50
Private
<$5M
1983
MS
Michelle StephensThe Chief of Staff of the Office of the Chairman and CEO
$43.8M
51-200
Private
-
1997
ES
Eric SmithRelationship Manager
$29.9M
51-200
Private
<$5M
1990
Steven Condon, Chief Executive Officer & Shareholder at Truepoint Wealth Counsel
Steven CondonCEO & Shareholder
$27.3M
11-50
Private
<$5M
1975
$25.8M
11-50
Private
<$5M
1991
SZ
Sparky ZhangShih Tzu CEO Pawfficer Emeritus
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
1989
Stefan Prvanov, President & Chief Executive Officer at Blankinship & Foster
Stefan PrvanovPresident & CEO
Illustration of an envelope

LJ Altfest Tech Stack

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Frequently Asked Questions Regarding LJ Altfest

What is LJ Altfest's official website?
LJ Altfest's official website is www.altfest.com
What is LJ Altfest's Revenue?
LJ Altfest's revenue is $10.9 Million
What is LJ Altfest's SIC code?
LJ Altfest's SIC: 62,628
What is LJ Altfest's NAICS code?
LJ Altfest's NAICS: 52,523
How many employees does LJ Altfest have?
LJ Altfest has 11-50 employees
What industry does LJ Altfest belong to?
LJ Altfest is in the industry of: Finance, Securities Trading
What is LJ Altfest competition?
LJ Altfest top competitors include: HFG Wealth Management, Zhang Financial, Blankinship & Foster, Brightworth
What technology does LJ Altfest use?
Some of the popular technologies that LJ Altfest uses are: Proofpoint, Python, Fidelity, Amazon Web Hosting
How do I contact LJ Altfest?
LJ Altfest contact info: Phone number: (212) 406-0850 Website: www.altfest.com
What does LJ Altfest do?

Altfest Personal Wealth Management is a fee-only fiduciary advisory firm that has been providing comprehensive wealth management and financial planning services since 1983. The firm specializes in personalized financial planning and investment management, catering to a diverse clientele including physicians, dentists, women, business owners, and re... tirees. With a commitment to eliminating bias and conflicts of interest, Altfest operates solely in a fiduciary capacity, ensuring that clients' best interests are always prioritized. The firm has offices in New York, NY, and Miami, FL, serving clients across the United States.Read More

What are LJ Altfest social media links?
LJ Altfest Linkedin page
Is LJ Altfest a public company?
LJ Altfest is private company therefore does not currently have an official ticker symbol
See more information about LJ Altfest

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