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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