Company Information

Get to know Alterra Advisors

Founded in 2008, Alterra Advisors, LLC is an SEC Registered Investment Adviser dedicated to providing objective, client-centered financial guidance. The firm operates on a fee-only basis, meaning it is compensated solely by its clients, to ensure its advice is aligned with their best interests. Alterra serves high-net-worth individuals, families, and institutions by offering a range of services including financial planning, investment management, retirement plan consulting, and philanthropic services, all tailored to meet the unique goals of each client.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

Contact

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Alterra Advisors

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.