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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2024
- Office Locations
- 3
Office Locations
About Altere Financial, LLC
Altere Financial, LLC is a Texas-based advisory firm with offices in Houston, Austin, and The Woodlands. The firm provides financial planning and investment management, including estate and tax planning and insurance guidance, with a client focus that includes entrepreneurs. Portfolios emphasize asset allocation and risk management and are implemented largely with ETFs and public funds; custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW DAVID SHARP
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4641317
- Ownership
- 75% or more
CHAD DAVID EVANS
Managing Member
- CRD
- #4808796
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Christopher Simon Sternau
--
- CRD
- #8189464
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,184,727 | -- |
| Non-Discretionary | $47,978,840 | -- |
| Total | $55,163,567 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,163,567
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $172,336,097 | 5.6% |
| Public Funds | $763,202,717 | 24.8% |
| Cash | $757,047,856 | 24.6% |
| U.S. Government/Agency | $806,286,741 | 26.2% |
| Corporate - Investment Grade | $578,556,899 | 18.8% |
| Total | $3,077,430,310 | 100.0% |