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| Altman Advisors Inc
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|---|---|
| CRD # | 281778 |
| SEC # | 801-108135 |
| CIK # | 0001731671 |
| AUM | 483.4 M (2026-03-18) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-759-7801 |
| Address | 233 S Wacker Dr Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.1 | ||
| Alphabet Inc | 9.7 | ||
| Apple Inc | 9.0 | ||
| Amazon Com Inc | 8.4 | ||
| Microsoft Corp | 6.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.6 | ||
| CBOE Holdings Inc | 4.3 | ||
| Broadcom Inc | 4.3 | ||
| iShares Comex Gold Trust | 4.3 | ||
| Wal Mart Stores Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 19.9 |
| (b) Individuals (high net worth individuals) | 105 | 461.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 483.4 |
| By Discretionary | ||
| Discretionary | 553 | 483.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 553 | 483.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.4 | |
| Total | 553 | 483.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731671] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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USAdvisors Wealth Management LLC
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van Strum & Towne Inc
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|
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|
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