Peter James Altman

Financial advisor at Altman Investment Management LLC · Princeton, NJ

Last updated 2026-10-10

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Peter James Altman is a financial advisor at Altman Investment Management LLC in Princeton, NJ, CRD 1012713. Licenses and exams on the registration: Series 63, Series 65. First registered 2006-06-08.

Registration

CRD number
1012713
Registration status
Active
First registered
2006-06-08
Years of experience
25
States registered
TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2001-08 to Present · Altman Investment Managment, LLC · Princeton, NJ

Current employment

SEC IAPD record for Peter James Altman

Altman Investment Management LLC

Regulatory AUM
$119,915,238
Registered advisors
1
Offices
1
Average AUM per client
$3.1M (Low)
High-net-worth client ratio
100.0% (Very high)

Altman Investment Management LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Altman Investment Management LLC on Form ADV.

Client services

  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management

Location

33 Witherspoon Street, Princeton, NJ 08542

1 advisor at this office.

Altman Investment Management office in Princeton, NJ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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