Altfest Personal Wealth Management Revenue
Financial Services • 
Manhattan, New York, United States • 51-100 Employees
Altfest Personal Wealth Management revenue & valuation
| Annual revenue | $22,700,000 |
| Revenue per employee | $372,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $72,500,000 |
| Total funding | No funding |
Key Contacts at Altfest Personal Wealth Management
Juan Gonzalez
Director Of Client Services
Eric Walter
Director Of Client Services
Daniel Duca
Associate Director
William Michael Prendergast
Director, Financial Advisor
Michelle Stephens
The Chief Of Staff Of The Office Of The Chairman And Chief Executive Officer
Paul Palazzo
Managing Director
Company overview
| Headquarters | 445 Park Avenue, 6th Floor, New York, New York 10022, US |
| Phone number | +12124060850 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Insurance, Financial Planning, Investment Management, Tax And Estate Advisory |
| Founded | 1983 |
| Employees | 51-100 |
| Socials |
Altfest Personal Wealth Management Email Formats
Altfest Personal Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@altfest.com), used 53.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@altfest.com | 53.1% |
{first name}{last name} | johndoe@altfest.com | 31.2% |
{first initial} | j@altfest.com | 6.2% |
{last name}{last name} | doedoe@altfest.com | 6.2% |
{first initial}{first initial} | jj@altfest.com | 3.1% |
About Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Altfest Personal Wealth Management has 33 employees across 6 departments.
Departments
Number of employees
Funding Data
Altfest Personal Wealth Management has never raised funding before.
Altfest Personal Wealth Management Tech Stack
Discover the technologies and tools that power Altfest Personal Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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