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Building 2ALTERI WEALTH

Map pinWESTLAKE VILLAGE, CA
Phone805-809-0400
NotebookSEC #801-130234
Total AUM
$566.1M
Employees
7
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4195 EAST THOUSAND OAKS BLVD.
SUITE 250
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
805-809-0400

ReceiptFinancials

Total AUM
$566.1M
Accounts
1,344
Discretionary
$543.4M
Accounts
1,244
Non-Discretionary
$22.8M
Accounts
100

ContactClients

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Individual Clients
308
AUM
$303M
HNW Individual Clients
20
AUM
$247.4M
Pension/Profit Sharing Plan Clients
5
AUM
$4.1M
Charitable Organization Clients
2
AUM
$1.3M
Corporation or Business Clients
15
AUM
$10.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLNVTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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