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Benjamin Marcus Altman

Altman Advisors

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About Benjamin Marcus Altman

Benjamin Altman is a financial advisor with over 15 years of experience in the industry. Benjamin currently works for Altman Advisors and is registered as an Investment Advisor Representative in Illinois and Texas. Previously, Benjamin was a Registered Representative at Purshe Kaplan Sterling Investments, Inc., and was employed with UBS Financial Services Inc. for over 12 years. Benjamin holds a Series 3, 7, and 66 license and is a Registered Representative for Fixed Insurance with various companies.

Firm Information

Benjamin Altman is currently registered with Altman Advisors. Altman Advisors is an investment advisory firm headquartered in Chicago, IL. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and wrap fee programs. They manage approximately $372,893,993 in assets for 585 accounts. Altman Advisors primarily serves high-net-worth individuals and individuals other than high-net-worth.
Altman Advisors

233 S WACKER DR.

CHICAGO, IL 60606

$372.89M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Altman’s Registration & Firm History

IL

03/25/2019 - Present

Altman Advisors (CHICAGO IL)

IL

07/16/2016 - 06/28/2017

PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)

IL

07/23/2004 - 07/26/2016

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2005

Series 3 - National Commodity Futures Examination

BC

Issued 07/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Marcus Altman.
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