AG
AG

Alejandro Mateos Gonzalez

4 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Loading...

Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alejandro makes referrals to Banco Actinver and Actinver Casa de Bolsa in Mexico for non-US wealth management services, which began in December 2021. He also receives compensation from his former employer, Actinver in Mexico, which is not transaction or commission related.

Employment History
Current Registrations
Alterna Wealth Management, INC.
November 2021 - Present · 4 yrs 3 mos
Alterna Securities, INC.Broker
June 2021 - Present · 4 yrs 8 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Mateos Gonzalez - Financial Advisor | TrueAdvisor