ALTARIS, LLC

NEW YORK, New York·5 registered advisors·CRD# 143611
SEC# 801-732960212-931-0250
01

Firm Overview

AUM
$9.4B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at ALTARIS, LLC

5 registered advisors
Charles Terrence Mullens
NEW YORK, New York
Daniel Gabor Tully
NEW YORK, New York
George Edward Aitken-Davies
NEW YORK, New York
Michael Jay Kluger
NEW YORK, New York
Phung Lai Diep
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ALTARIS, LLC (CRD# 143611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.