Altium Wealth Management

  • Financial Services
  • Purchase NY
  • 58 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
2500 Westchester Ave Ste 210, Purchase NY
Website
altiumwealth.com
Phone
(914) 777-2500
Employees
58
Founded in
2010
Industry
Financial Services
NAICS Code
NAICS Code 56111 Companies
NAICS Code 5611 Companies
NAICS Code 561 Companies
NAICS Code 56 Companies
NAICS Code 561110 Companies
SIC Code
SIC Code 87 Companies
SIC Code 874 Companies
More Details

Financials & Stats

Revenue

$8B

Total Funding Amount

$350,000M

More Financials

Who is Altium Wealth Management

Hightower Altium Holding, LLC, operating as Altium Wealth, is a wealth advisory firm headquartered in Purchase, New York. The firm employs 58 individuals and generates approximately $7.9 million in annual revenue. Altium Wealth specializes in providing financial guidance to high net worth families. As a Registered Investment Adviser (RIA) with the Securities and Exchange Commission, the firm offers tailored investment strategies designed to meet the unique needs of its clientele. Altium Wealth emphasizes transparency and accessibility, encouraging clients to learn more about the firm through its website, www.altiumwealth.com, or the Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov. For inquiries, interested parties can contact Altium Wealth directly at [email protected].

Company Leadership

Michael Buonassisi

Partner

Phone Email
James Giangrande

Partner

Phone Email
Jeffrey Wu

Partner

Phone Email
Maria Bronzi

Partner, Strategic Alliances

Phone Email
Brennian Antell

Partner, Wealth Strategies

Phone Email

Altium Wealth Management Industry Tags

Integrated Wealth Management
Complex Insurance Solutions
Family Office Services
Estate Planning
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
View All Industry Tags

Altium Wealth Management Tech Stack

JavaScript
HTML
Twitter
View All Tech Stack

Companies Similar to Altium Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Altium Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
8M 20 Golden Valley, MN
8M 93 Englishtown, NJ 1991
8M 23 Indianapolis, IN 1935
8M 98 Topeka, KS 2002
8M 13 Redwood City, CA 1995
View More Companies

FAQ

What is the location of Altium Wealth Management's headquarters?
The headquarters of Altium Wealth Management are situated at 2500 Westchester Ave Ste 210, Purchase NY
What is Altium Wealth Management's phone number?
Altium Wealth Management's contact number is (914) 777-2500.
What is Altium Wealth Management's official website?
The official website of Altium Wealth Management can be found at altiumwealth.com.
What is Altium Wealth Management's current revenue?
As of October 2016, Altium Wealth Management's annual revenue reached $8B.
How many employees does Altium Wealth Management currently have?
Altium Wealth Management employs approximately 58+ people as of October 2016
Which industries is Altium Wealth Management primarily operating in?
Altium Wealth Management operates in the following industries: Finance, Credit
Who is the Partner of Altium Wealth Management?
Altium Wealth Management's Partner is Michael Buonassisi
What are Altium Wealth Management's industry tags?
Altium Wealth Management's industry tags include: Integrated Wealth Management, Complex Insurance Solutions, Family Office Services
What is Altium Wealth Management's total funding to date?
Altium Wealth Management has secured $350,000M as of October 2016
When was Altium Wealth Management founded?
Altium Wealth Management was founded in 2010.

Employee Directory

Key Employees

Jim Dowling

Partner, Founder

Phone Email

Kendra Cofone

Client Services Representative

Phone Email

Charles Paksi

Director of Strategic Development

Phone Email

Anna Decina

Insurance Coordinator

Phone Email