Overview
Assets Under Management: $52 million
High-Net-Worth Clients: 13
Average Client Assets: $4.0 million
Frequently Asked Questions
ATRATO ASSET MANAGEMENT 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 #151620), ATRATO ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
ATRATO ASSET MANAGEMENT LLC serves 13 high-net-worth clients according to their SEC filing dated October 03, 2024. View client details ↓
According to their SEC Form ADV, ATRATO ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ATRATO ASSET MANAGEMENT LLC manages $52 million in client assets according to their SEC filing dated October 03, 2024.
According to their SEC Form ADV, ATRATO ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $4.0 million
Total Client Accounts: 13
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 151620
Filing ID: 1902337
Last Filing Date: 2024-10-03 21:11:00