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CRD#: 337262
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for ALTELAN CAPITAL LLC Comes From

Understanding the Statistics for ALTELAN CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

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HNWI
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Breakdown of Assets Under Management
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
800 5th Ave Ste 101-203, Seattle, WA 98104
Phone Number
(253) 256-5290
Related websites
https://www.linkedin.com/company/altelan-capital/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at ALTELAN CAPITAL LLC

KB
AdvisorCheck Check Mark

Kent Michael Batley

IAR
CRD#: 1122460
CFP®: Certified Financial Planner
Location:
Estacada, OR

Registered Affiliation(s):BATLEY & ASSOCIATES

Disclosures:
Experience:
43 years
FC
AdvisorCheck Check Mark

Flavia Cardozo

Flavia U Fonseca, Flavia Fonseca
IAR
RR
CRD#: 5474166
Location:
Naperville, IL 60540

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
18 years
GJ
AdvisorCheck Check Mark

Gerald Michael Jevic

Gerald M Jevic, Gerald Jevic, Jerry Michael Jevic, Jerry Jevic
IAR
RR
CRD#: 1302928
AIF®: Accredited Investment Fiduciary
Location:
Haddon Township, NJ 08108

Registered Affiliation(s):OPPENHEIMER & CO. INC.

Disclosures:
Experience:
41 years
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