Altruvista LLC

Altruvista LLC (CRD# 154576) is a financial advisory firm headquartered in Houston, TX. They manage $153,000,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $680,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Altruvista LLC
Showing 1 - 4 of 4 top financial advisors.
1
Hester R. Broad
CRD#: 5046086
3555 Timmons Lane, Suite 915, Houston, TX 77027
96
Wealthminder
score

Hester Broad (CRD# 5046086) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has over 10 years of experience in the finance industry. Hester Broad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ali A. Nasser
CRD#: 4798801
3555 Timmons Lane, Suite 915, Houston, TX 77027
93
Wealthminder
score

Ali Nasser (CRD# 4798801) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has over 13 years of experience in the finance industry.

3
Abbas R. Somji
CRD#: 5957586
3555 Timmons Lane, Suite 915, Houston, TX 77027
91
Wealthminder
score

Abbas Somji (CRD# 5957586) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has 1 year of experience in the finance industry. Abbas Somji has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jack D. Cowling
CRD#: 5636388
3555 Timmons Lane, Suite 915, Houston, TX 77027
90
Wealthminder
score

Jack Cowling (CRD# 5636388) is an Investment Advisor Representative working at Altruvista LLC in Houston, TX and has 1 year of experience in the finance industry.

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