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L.J. ALTFEST & CO., INC.

Doing business as ALTFEST PERSONAL WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$1,798,317,121
Discretionary
$1,798,317,121
Non-discretionary
$0

Firm details

CRD number
110130
SEC file number
801-18320
Main office
NEW YORK, NY, United States
Employees
42
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.