Nicholas Parry Jones

Altanes Investments, LLC

16 Years of Experience

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Areas of Practice

Investment Management

Altanes Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

20 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$22.8M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

Mill Neck, NY

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Altanes Investments, LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Ashland Management Incorporated

November 1996 - December 2009 · 13 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.