ALTERA PRIVATE ACCESS, LLC

ATLANTA, Georgia·2 registered advisors·CRD# 287467
SEC# 801-1104270404-537-2759
01

Firm Overview

AUM
$387M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Subscription fees
Performance-based fees
Other: PERCENTAGE OF CAPITAL INVESTED
03

Specialties

Retirement Planning
04

Advisors at ALTERA PRIVATE ACCESS, LLC

2 registered advisors
Carlos Alcala
ATLANTA, Georgia
David Fershteyn
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. ALTERA PRIVATE ACCESS, LLC (CRD# 287467) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.