We are pleased to announce that Altfest Personal Wealth Management has been named to Financial Advisor’s 2019 Annual RIA Ranking. The ranking is based on 2018 year end assets under management (AUM). At a time when markets were sliding and RIAs were consolidating, Altfest worked hard to protect client wealth and maintain an objective, client-centric family-run firm.

 

 

 

 

 

 

The Financial Advisor ranking of leading Registered Investment Advisors in the US looks at year end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.

 

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.