Alter Asset Management Inc (Princeton)

Name: Alter Asset Management Inc
Address: 182 Nassau Street, Princeton, NJ, 08542 7000
Telephone: 609-688-9500

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.

Alter Asset Management: assets under management

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 firm manages $3.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $387 thousand each.

Fees & Commissions

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.

Careers at Alter Asset Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Howard Alter	President	1 Apr 1992	75% - 100%	2255826
George Edward Andresen	Vice president, trading & operations	1 Mar 1998	Other	1318141
Stephen Kai Jen Shueh	Vice president	1 Nov 1998	Other	4332560
Eugene M. Schwartz	Chief operating officer and general counsel	1 Feb 2001	Other	4339961
Stephen Kai Jen Shueh	President	1 Feb 2002	Other	4332560
George Edward Andresen	Executive vice president, trading & operations	1 Feb 2004	Other	1318141
George Edward Andresen	Executive vice president, chief compliance officer	1 Oct 2004	Other	1318141

Based in Princeton

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.