ALTERA ADVISORS, LLC

ATLANTA, Georgia·1 registered advisor·CRD# 308222
SEC# 801-1188820404-551-5071
01

Firm Overview

AUM
$18M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALTERA ADVISORS, LLC

1 registered advisor
Chadd Mclane Evans
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. ALTERA ADVISORS, LLC (CRD# 308222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.