ALTRUVISTA LLC

3555 Timmons Lane
Suite 915
Houston, Texas 77027
Tel: 713-581-2440

About ALTRUVISTA LLC

ALTRUVISTA LLC, formally registered with the SEC as ALTRUVISTA LLC. The firm was established in 08/30/2016. They have over 1 offices throughout the country.

ALTRUVISTA LLC is a Houston, Texas based Financial Planning firm with nearly $302,416,107 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154576
SEC#	801-108289
Assets Managed by Firm	$302,416,107
No. of Clients	268
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$302,416,107
Individuals (other than high net worth individuals)	36	$41,474,191
High net worth individuals	31	$255,840,839
Charitable organizations	2	$5,096,930
Corporations or other businesses	1	$4,147

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