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ALTERE FINANCIAL, LLC
CRD 332723
510 BERING DRIVE, #260, HOUSTON, TX, 77057, United States
Phone
713-899-6589
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.2M
Discretionary AUM
$7.2M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $738K |
| High net worth individuals | 34 | $54.4M |
All web addresses on file
Official SEC filing: View on IAPD