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| Happy Holidays!! thanks for using AUM13F!! |
| Altman Investment Management LLC
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|---|---|
| CRD # | 113832 |
| SEC # | 801-60387 |
| CIK # | |
| AUM | $112.1 M (2025-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 609-252-0048 |
| Address | 33 Witherspoon Street Princeton, NJ 08542 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.9 |
| (b) Individuals (high net worth individuals) | 39 | 111.1 |
| (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 | 0.0 |
| (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 | 74 | 112.1 |
| By Discretionary | ||
| Discretionary | 74 | 112.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 112.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 92.1 | |
| Total | 74 | 112.1 |
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AZ | 0.1 |
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0.1 | |
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|
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NY | 0.1 |
|
Charmarline Wealth Management LLC
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VA | 0.1 |
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UT | 0.1 |
|
Wolf Financial Advisors LLC
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|
IL | 0.1 |