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CEO & Chief Compliance Officer · Altman Advisors

Benjamin M. Altman

CRD 4249622 · Named on Form ADV at one SEC-registered adviser

At a glance

Altman Advisors, an SEC-registered wealth manager based in Chicago, IL with $483 million in regulatory assets, lists Benjamin M. Altman on its Form ADV as CEO & Chief Compliance Officer, a control person.

Firms and roles

  • Altman AdvisorsCEO & Chief Compliance OfficerWealth manager · Chicago, IL · $483M in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.