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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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