Altman Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 18, 2026, reports $483M in regulatory assets under management, 13 employees, and 553 accounts.
Assets Under Management
$483M
Employees
13
Offices
--
Total Clients
184
Primary office
CHICAGO, IL
233 S WACKER DR., SUITE 9750, CHICAGO, IL, United States
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
105
2
Individuals
42.9%
79
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$483Mas of March 18, 2026
Discretionary100.0%
$483M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$483M
Total Accounts553
10Y AUM Change+$292M (+152.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee14:1
10Y Employee Change+8 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.