Altfest Personal Wealth Management

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Altfest Personal Wealth Management — overview

About

Established in 1983, Altfest Personal Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. Its services include financial planning, portfolio management, investment management, retirement, tax, and estate planning. The wealth manager advises individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.

Altfest Personal Wealth Management - known decision makers (22)

Position	Location	Asset Class
CEO		GEN
Managing Advisor & Member of Financial Planning Committee	New York, US	GEN
Director, Advisor & Member of Financial Planning and Investment Committees	New York, US	GEN
Senior Portfolio Manager & Member of Portfolio Action Group	New York, US	GEN
Director of Client Services	New York, US	GEN

Showing 5 of 22 known decision makers Altfest Personal Wealth Management

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