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
By the Numbers
-
Total Assets Under Management321MILLION
-
Total Number of Accounts49ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Altera Private Access, LLC
1
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 (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.
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