ALTERA PRIVATE ACCESS, LLC

10 Glenlake Parkway
North Tower, Suite 1070
Atlanta, Georgia 30328
Tel: 404-537-2759

About ALTERA PRIVATE ACCESS, LLC

ALTERA PRIVATE ACCESS, LLC, formally registered with the SEC as ALTERA PRIVATE ACCESS, LLC. The firm was established in 04/21/2017. They have over 1 offices throughout the country.

ALTERA PRIVATE ACCESS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $386,969,500 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287467
SEC#	801-110427
Assets Managed by Firm	$386,969,500
No. of Clients	51
No. of Advisors	14

Fee Structure

Fixed fees
Performance Based
Other (PERCENTAGE OF CAPITAL INVESTED)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	51	$386,969,500

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