Michael
Mackinnon

Altman Advisors

CRD#7490294
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Mackinnon is a financial advisor based in Chicago, Illinois, working with Altman Advisors. Michael has previously held positions at Altman Advisors, Inc and Ppm America. Michael is registered to provide services in Illinois. Currently, Michael is part of Altman Advisors, which operates out of Chicago, Illinois. The firm has 12 employees and manages assets totaling $372.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Altman Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

233 S Wacker Dr. Suite 9750
Chicago, IL 60606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Altman Advisors Brokerage Details

Total Assets Under Management

$372,893,993

IL Average: $6,674,516,078
Total Number of Employees

12

IL Average: 44
Total Number of Accounts

585

IL Average: 2,564
Average Account Size

$637,426

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Michael Mackinnon Work History

2021 - Present (3 years)

Altman Advisors, Inc

2008 - 2021 (13 years)

Ppm America

Disclosures

Please visit the SEC profile of Michael Mackinnon 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 Altman Advisors

Ethan Goff
Chicago, IL
George Rudawski
Chicago, IL
Ryan Safko
Chicago, IL
Michael Mackinnon
Chicago, IL
Benjamin Altman
Chicago, IL
Michael Santarelli
Chicago, IL
Philip Gordon
Chicago, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started