Alter Asset Management Inc is a pension cosultant based in Princeton. It manages $3.87 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.
Alter Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alter Asset Management Inc is $3.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Alter Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Howard Alter has been acting as President since 1 Apr 1992. George Edward Andresen joined the executive team most recently as the Executive Vice President, Chief Compliance Officer.
The principal office where Alter Asset Management Inc performs its advisory services is located at 182 Nassau Street, Princeton, NJ 08542 7000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-688-9500 or by fax 609-688-9300. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.alterasset.com.