ALTSCHULER FINANCIAL SERVICES (CRD# 130004) is an SEC-Registered Investment Advisor (RIA), headquartered in Lexington, MA. The SEC approved the firm to operate as an RIA in Jun 2015. In Feb 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $140.3 Million, and has discretion over 94% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 1% .  
ALTSCHULER FINANCIAL SERVICES also reported in Feb 2018:
  • 3 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALTSCHULER FINANCIAL SERVICES has no disclosure events reported to the SEC at this time.

View ALTSCHULER FINANCIAL SERVICES's most recent Form ADV filing

ALTSCHULER FINANCIAL SERVICES has Notice Filings with the following State Securities Authorities: MA-Jan 2016

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