ALTERE FINANCIAL, LLC

ALTERE FINANCIAL, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 332723). Regulatory assets under management: $55.2M.

Registration

• CRD: 332723
• Type: Registered investment adviser
• Location: 510 BERING DRIVE, HOUSTON, TX, 77057
• Phone: 713-899-6589
• Latest filing: 2026-01-13
• Regulatory AUM: $55.2M
• Discretionary AUM: $7.2M
• Non-discretionary AUM: $48.0M
• Clients: 3
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search