Scott
Altenburg

T&T Capital Management

CRD#2357667
Investment Advisor
in Coto De Caza, CA

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About this Advisor

Scott Altenburg is a financial advisor based in Coto De Caza, California, working with T&T Capital Management. Scott has previously held positions at Kingsview Asset Management, Investcore Partners, Kingsview LLC, T&T Capital Management, Rick Nelson Insurance Solutions LLC, and Three Lakes Trading Company. Scott has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Scott is part of T&T Capital Management, which operates out of Coto De Caza, California. The firm has 4 offices and 6 employees. The firm manages assets totaling $131.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at T&T Capital Management includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Others

Office Location

Coto De Caza, CA

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T&T Capital Management Brokerage Details

Total Assets Under Management

$131,375,075

Total Number of Employees

6

Total Number of Accounts

578

Average Account Size

$227,293

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Scott Altenburg Work History

2018 - Present (6 years)

Three Lakes Trading Company

2017 - Present (7 years)

T&T Capital Management

2014 - Present (10 years)

Rick Nelson Insurance Solutions LLC

2015 - 2017 (2 years)

Kingsview Asset Management

2014 - 2018 (4 years)

Kingsview LLC

2012 - 2014 (2 years)

Investcore Partners

Disclosures

Please visit the SEC profile of Scott Altenburg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T&T Capital Management

Scott Altenburg
Coto De Caza, CA
Mitchell Fee
Coto De Caza, CA
Peter Travis
Coto De Caza, CA
Joel Kelner
Coto De Caza, CA
Timothy Travis
Coto De Caza, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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