Overview
Assets Under Management: $630 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 3
Average Client Assets: $60.0 million
Frequently Asked Questions
ATRATO ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153939), ATRATO ADVISORS LLC is subject to fiduciary duty under federal law.
ATRATO ADVISORS LLC is headquartered in NEW YORK, NY.
ATRATO ADVISORS LLC serves 3 high-net-worth clients according to their SEC filing dated June 25, 2018. View client details ↓
According to their SEC Form ADV, ATRATO ADVISORS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ATRATO ADVISORS LLC manages $630 million in client assets according to their SEC filing dated June 25, 2018.
According to their SEC Form ADV, ATRATO ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.57%
Average Client Assets: $60.0 million
Total Client Accounts: 9
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 153939
Filing ID: 1212958
Last Filing Date: 2018-06-25 15:10:00