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

More Retirement Planning firms in Atlanta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Atlanta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.