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| Atomi Financial Group Inc
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|
|---|---|
| CRD # | 171787 |
| SEC # | 801-126007 |
| CIK # | 0001978879 |
| AUM | $1.4 BB (2024-08-29) |
| Employees | 70 (19% Investors, 0% Brokers) |
| Phone | 888-533-9364 |
| Address | 115 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COIN | 13,404.0 | 70.9 | |
| AAPL | 2,382,844.0 | 53.2 | |
| META | 434,852.0 | 30.8 | |
| MSFT | 1,918,222.4 | 26.9 | |
| NVDA | 399,550.0 | 23.8 | |
| GOOG | 1,482,566.4 | 18.7 | |
| GOOGL | 1,475,138.5 | 15.0 | |
| AMZN | 1,092,997.8 | 14.1 | |
| JPM | 340,169.2 | 10.5 | |
| HOOD | 7,728.8 | 10.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,977 | 941.9 |
| (b) Individuals (high net worth individuals) | 188 | 454.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,391 | 1,395.9 |
| By Discretionary | ||
| Discretionary | 5,123 | 983.5 |
| Non-Discretionary | 2,268 | 412.5 |
| Total | 7,391 | 1,395.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 1,392.9 | |
| Total | 7,391 | 1,395.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001978879] |
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