Javier Ignacio Altimari

CFP

Americana Partners, LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth

Americana Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

1,455 clients

Average Client Portfolio

$4.2M average

Assets Under Management

$6.1B

Fee Structure

Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

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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.

Other Business Activities

Javier is a registered representative with Saxony Securities, Inc. and founder/managing partner at Americana Partners, LLC, providing wealth management services. He also owns Altimari & Co. LLC, a personal holding company for direct investments, dedicating minimal time to it.