Philip
Gordon
Altman Advisors
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About this Advisor
Philip Gordon is a financial advisor based in Chicago, Illinois, working with Altman Advisors. Philip has previously held positions at Utah Valley University and Altman Advisors. Philip has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Philip 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
Services Offered
Fee Structure
Office Location
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Altman Advisors Brokerage Details
$372,893,993
12
585
$637,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Philip Gordon Work History
Altman Advisors
Altman Advisors
Utah Valley University
Disclosures
Please visit the SEC profile of Philip Gordon 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
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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