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SHA ADVISORY

STEVEN HARRY ALTMAN

CRD 330626

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$1.5M

Discretionary AUM

$1.5M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2025-01-15

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

GENERAL ADVICE ON HOW TO MANAGE FINANCES

Client types

TypeClientsAUM
Individuals2$1.5M

Official SEC filing: View on IAPD