ALTERRA IOS MANAGER, LLC - Financial Advisor in Pennsylvania, Bryn Mawr

Tel: 215-240-1231 Two Town Place Suite 200 Bryn Mawr, Pennsylvania 19010

About ALTERRA IOS MANAGER, LLC

ALTERRA IOS MANAGER, LLC is a Bryn Mawr, Pennsylvania based financial advisory firm with nearly $2,129,075,769 in assets under management and provides investment advisory services for 5 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

324445

Firm SEC#:

801-127256

Assets Under Management:

$2,129,075,769

No. of Clients:

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Bryn Mawr

FirmCRD#:281947

SEC#:801-106882

No. of Advisors:32

No. of Clients:2

AUM:$7,801,331,000

FirmCRD#:317257

SEC#:801-122700

No. of Advisors:8

No. of Clients:2

AUM:$673,116,000

FirmCRD#:108736

SEC#:801-56326

No. of Advisors:3

No. of Clients:236

AUM:$485,010,799

FirmCRD#:169239

SEC#:801-123445

No. of Advisors:3

No. of Clients:620

AUM:$160,000,000

FirmCRD#:158989

SEC#:801-72726

No. of Advisors:10

No. of Clients:41

AUM:$112,616,089

FirmCRD#:290284

SEC#:801-112120

No. of Advisors:6

No. of Clients:1

AUM:$50,596,809

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ATAIROS MANAGEMENT, L.P.

281947

801-106882

$7,801,331,000

SORA INVESTORS

317257

801-122700

$673,116,000

MCGOWAN & CO LLP

108736

801-56326

236

$485,010,799

NEWBRIDGE WEALTH MANAGEMENT

169239

801-123445

620

$160,000,000

OAR FINANCIAL

158989

801-72726

$112,616,089

DAKOTA INVESTMENTS, LLC

290284

801-112120

$50,596,809