Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 1983, Altfest Personal Wealth Management is a New York City-based Registered Investment Adviser specializing in comprehensive wealth management and financial planning, specifically catering to professionals such as physicians, dentists, and business owners, under the guidance of founder L.J. Altfest.
Unlock mandates & allocation signals
See Altfest Personal Wealth Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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