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Alex G Markowitz

ALTERI WEALTH LLC·WESTLAKE VILLAGE, California
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4195 EAST THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 5891998Firm CRD# 331100
01

About

Alex G Markowitz is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with ALTERI WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALTERI WEALTH LLC
ALTERI WEALTH
AUM
$657M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALTERI WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5891998
Firm CRD# 331100
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex G Markowitz offer?
Alex G Markowitz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Alex G Markowitz's credentials?
Alex G Markowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex G Markowitz located?
Alex G Markowitz is based in WESTLAKE VILLAGE, California, working with ALTERI WEALTH LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Alex G Markowitz charge for services?
Alex G Markowitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERI WEALTH LLC?
ALTERI WEALTH LLC has approximately 7 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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