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Ethan James Goff

Altman Advisors

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About Ethan James Goff

Ethan Goff is an investment advisor representative at Altman Advisors. Ethan is registered with the state of Illinois. Ethan has 8 years of experience in the financial services industry. Ethan has a Series 65 license. Ethan has worked at several firms including Carson Partners, Altman Advisors and CLS INVESTMENTS, LLC.

Firm Information

Ethan Goff 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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Ethan Goff’s Registration & Firm History

IL

01/10/2022 - Present

Altman Advisors (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/27/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ethan James Goff.
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