Overview
Assets Under Management: $114 million
Headquarters: KATONAH, NY
High-Net-Worth Clients: 26
Average Client Assets: $2.9 million
Frequently Asked Questions
ATWOB 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 #172961), ATWOB is subject to fiduciary duty under federal law.
ATWOB is headquartered in KATONAH, NY.
ATWOB serves 26 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ATWOB offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ATWOB manages $114 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ATWOB serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.00%
Average Client Assets: $2.9 million
Total Client Accounts: 275
Discretionary Accounts: 267
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 172961
Filing ID: 2079865
Last Filing Date: 2026-03-30 08:08:15