Altfest Personal Wealth Management Overview

$10m+
Est Annual Revenue
$1bn-$2bn
AUM
Industry

Company Details

At Altfest Personal Wealth ManagementSM, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

Locations

Location
445 Park Avenue, 6th Floor, 10022 NY
United States

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Altfest Personal Wealth Management Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2020
Job Title Intern
Group/Division Generalist
Location New York
Experience
Neutral
Difficulty
Average
Intern
Year 2020
Job Title Intern
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Average
Intern
Year 2019
Job Title Intern
Group/Division N/A
Location New York
Experience
Very Positive
Difficulty
Very Easy
Student / Prospective Monkey
Year 2020
Job Title Student / Prospective Monkey
Group/Division Financial Planning and Analysis
Location New York
Experience
Neutral
Difficulty
Easy
Financial Advisor
Year 2015
Job Title Financial Advisor
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Average