Atrato Asset Management LLC

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Assets, Funds, Holdings

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Atrato Asset Management LLC
CRD #151620
SEC #801-70631
CIK #
AUM $83.0 MM (2024-03-22)
Employees 1 (100% Investors, 0% Brokers)
Phone505-310-1783
Address1163 Rose Creek Road
Pullman, WA 99163
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002008201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 13 83.0
(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 13 83.0
By Discretionary
Discretionary 13 83.0
Non-Discretionary 0 0.0
Total 13 83.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 83.0
Total 13 83.0
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CornerStone Professional Advisor Services LLC
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Lifegoal Wealth Advisors LLC
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Grupp Financial LLC
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VAM Group LLC
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