RIA Intel›Advisers›Utah›STEVEN HARRY ALTMAN

STEVEN HARRY ALTMAN

Advisory

UT

Data as of Jan 15, 2025 · Source: SEC Form ADV

Average account
$375K
across 4 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2025.

Total AUM
$2M
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

AEQUITAS FINANCIAL, LLC
$1M
PL WEALTH ADVISORS, LLC
SALT LAKE CITY, UT
$1M
PENDULUM ASSET MANAGEMENT, LLC
$1M
KELLAM INSURANCE AND FINANCIAL SERVICES LLC
$1M
WEST RIM CAPITAL I, LLC
LEHI, UT
$1M
-5.2% 1Y
AFFINITY FINANCIAL, LLC
MILLCREEK, UT
$2M

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