LJ Altfest
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
445 Park Ave Fl 6, New York City, New Yo...Phone Number
(212) 406-0850Website
www.altfest.comRevenue
$10.9 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
2
2
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 Org Chart
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LJ Altfest is experiencing very low activity levels compared to other companies in the Finance sector.
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LJ Altfest financials insights
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2020
Debt
$350K
LJ Altfest Tech Stack
A closer look at the technologies used by LJ Altfest
Most Recent Scoops
Award
Award
Award, Employee Relations, Office Operations
Project
A mid-level source has indicated that initiatives related to data security are currently in progress in the finance and accounting department.
Information Security, Data Management, Accounting, Information Governance
Project
A mid-level source has indicated that initiatives related to data analytics are to begin within the next three months in the finance and accounting department.
Analytics & Insights, Accounting, Data Science
Project
ITSM, Accounting, Workforce Management
LJ Altfest News & Media
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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... Read More
