Investment adviser · CRD 130004
ALTSCHULER FINANCIAL SERVICES
Investment adviser filing (IA)
ALTSCHULER, JAMES STEPHEN
LEXINGTON, MA, United States · Form ADV filed Mar 15, 2022
- Regulatory AUM
- $210M Form ADV · Item 5.F
- Client accounts
- 158 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 59 | $116,900,057 | 55.8% |
| Other clients | Fewer than 5 | $72,843,537 | 34.8% |
| Charities | Fewer than 5 | $9,415,108 | 4.5% |
| Individuals | 88 | $5,266,048 | 2.5% |
| Retirement plans | Fewer than 5 | $5,196,788 | 2.5% |
Filing source
Form ADV 1605434 · Mar 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
594 MARRETT ROAD, SUITE 13LEXINGTON, MA, 02421, United States
CRD 130004
Filing source
Form ADV 1605434 · Mar 15, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.