Philip Sherman Gordon
Investment adviser representative at Altman Advisors
27 yearsExperience
1 stateRegistered in
$483.4MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Altman AdvisorsMar 2022 to now
- Utah Valley UniversityAug 1999 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Altman Advisors
Legal name: Altman Advisors, Inc
$483.4MAssets managed
184Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7660936
- Firm CRD
- 281778