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ALTMAN ADVISORS

CHICAGO, IL · CRD 281778 · IAPD ↗ · altmanadvisors.com · (312) 759-7801

$483.4MRegulatory AUM
7Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — ALTMAN ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — ALTMAN ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ALTMAN ADVISORS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.