Altruvista LLC

RIASEC RegisteredEst. 2016
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
154576
Registered since
August 30, 2016
Fee structure
Other

Firm profile

FINTRX

Overview

Altruvista LLC is structured as a limited liability company and is registered with the SEC since 2016. The firm is classified as an institutional registered investment adviser and is owned by an individual. It does not identify as a capital allocator and reports a fee structure categorized as "other." The firm is not listed as an active ESG investor, is not registered as a multi-state adviser, and is not reported as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ali Nasser

    Ali Nasser

    Strategic LeadershipCRD 4798801

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3555 Timmons Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth