ALTA ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 50 |
| Peak AUM | $0Dec 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 50 | 0.0% | — | — | — |
Key Metrics
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 50 |
| Client Accounts | 0 |
Contact & Location
Address
437 MADISON AVENUE; 26TH FLOOR
NEW YORK NY 10022
Phone
917-831-1000
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Pension Consulting
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension ConsultantLaw Firm