# Altman Sacks Corporation

> Altman Sacks Corporation is a state-registered investment advisory firm in La Canada Flintridge, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 305420
- Filed as: ALTMAN SACKS CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Canada Flintridge, CA
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305420
- AdvisorCensus page: https://advisorcensus.com/firm/altman-sacks-corporation-la-canada-flintridge-ca-305420

## Quick answers

**How is Altman Sacks Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Altman Sacks Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Altman Sacks Corporation located?**
Altman Sacks Corporation's principal office is in La Canada Flintridge, CA, according to its Form ADV.

**Is Altman Sacks Corporation registered with the SEC or a state?**
Altman Sacks Corporation is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305420.

**How much does Altman Sacks Corporation manage?**
Altman Sacks Corporation reports $0 in regulatory assets under management in its Form ADV filing dated February 2, 2026.

**Does Altman Sacks Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305420

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altmansacks.com
- LinkedIn @benjaminyashar007

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altman Sacks Corporation (CRD 305420): Form ADV filing data as of October 2026.
