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Home > Retirement Planners > pennsylvania > bryn mawr > ALTERRA IOS MANAGER, LLC
ALTERRA IOS MANAGER, LLC
Two Town Place
Suite 200
Bryn Mawr, Pennsylvania 19010
Tel: 215-240-1231
About ALTERRA IOS MANAGER, LLC
ALTERRA IOS MANAGER, LLC, formally registered with the SEC as ALTERRA IOS MANAGER, LLC. The firm was established in 02/02/2023. They have over 2 offices throughout the country.
ALTERRA IOS MANAGER, LLC is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $2,129,075,769 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324445 |
| SEC# | 801-127256 |
| Assets Managed by Firm | $2,129,075,769 |
| No. of Clients | 5 |
| No. of Advisors | 36 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,129,075,769 |
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