Andres
Marron

Alterna Wealth Management, Inc

CRD#7600462
Investment Advisor
in Houston, TX

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About this Advisor

Andres Marron is a financial advisor based in Houston, Texas, working with Alterna Wealth Management, Inc. Andres has previously held positions at Alterna Securities, Inc, Smartag, Broxel, University Of Houston, Clements High School, and Avangard Innovative. Andres has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Andres is part of Alterna Wealth Management, Inc, which operates out of Houston, Texas. The firm has 1 office and 36 employees. The firm manages assets totaling $861.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alterna Wealth Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2800 Post Oak Blvd Suite 6300
Houston, TX 77056

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Alterna Wealth Management, Inc Brokerage Details

Total Assets Under Management

$860,968,953

TX Average: $3,042,739,679
Total Number of Employees

36

TX Average: 49
Total Number of Accounts

1,019

TX Average: 2,315
Average Account Size

$844,916

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andres Marron Work History

2022 - Present (2 years)

Alterna Securities, Inc

2021 - 2022 (1 year)

Smartag

2019 - 2021 (2 years)

Broxel

2018 - 2018 (< 1 year)

Avangard Innovative

2015 - 2020 (5 years)

University Of Houston

2011 - 2015 (4 years)

Clements High School

Disclosures

Please visit the SEC profile of Andres Marron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alterna Wealth Management, Inc

Santiago Padruno
Houston, TX
Rosario Flores
San Antonio, TX
Benjamin Lopez
San Antonio, TX
Antun Domit
San Antonio, TX
Juan Andrade Frich
San Antonio, TX
Marco Razo Torres
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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