WebALTIUM WEALTH MANAGEMENT ( CRD # 317691/SEC#:801-123398 ) ALTIUM WEALTH MANAGEMENT, HIGHTOWER ALTIUM HOLDING, LLC. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The adviser's REGISTRATION status is listed below. REGISTRATION STATUS. SEC / JURISDICTION. WebFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401 (k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
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WebMar 31, 2024 · Hightower, the Chicago-based mega-RIA, has scooped up Altium Wealth Management, a firm that boasts a proprietary direct-indexing offering and specializes in tax-conscious investing strategies.... WebMar 31, 2024 · Hightower has revealed its first deal in roughly two months, and it’s a doozy. The serial RIA acquirer and investor has taken a stake in Altium Wealth Management, a $2.7bn firm based in Purchase, N.Y. The transaction is expected to close in the second quarter of 2024. Specific financial terms were not disclosed, though Altium’s investment ... WebAltium Wealth Management Firm's CRD Number: 317691 2500 Westchester Ave., Suite 210, Purchase, NY 10577 By the Numbers Total Assets Under Management 2,547 MILLIONS Total Number of Accounts 3,222 ACCOUNTS Average Account Value $790,523 Compensation Options A percentage of assets under your management Hourly charges how many pigs in a litter