Altera Private Access, LLC

Altera Private Access, LLC (CRD# 287467) is a financial advisory firm headquartered in Atlanta, GA. They manage $321,016,322 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA 30328
https://www.linkedin.com/company/altera-investments
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $6,551,354
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Altera Private Access, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chris Dardaman, financial advisor Atlanta GA
Chris J. Dardaman
CRD#: 2212568
10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA 30328

Chris Dardaman (CRD# 2212568) is an Investment Advisor Representative working at Altera Private Access, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

2
David Fershteyn, financial advisor Atlanta GA
David Fershteyn
CRD#: 6667904
10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA 30328

David Fershteyn (CRD# 6667904) is an Investment Advisor Representative working at Altera Private Access, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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