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⚲
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| Atrato Asset Management LLC
✚
|
|
|---|---|
| CRD # | 151620 |
| SEC # | 801-70631 |
| CIK # | |
| AUM | $215.1 MM (2023-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 505-310-1783 |
| Address | 520 NW Jaycee Court Pullman, WA 99163 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.8 |
| (b) Individuals (high net worth individuals) | 11 | 212.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 215.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 20 | 215.1 |
| Total | 20 | 215.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.1 | |
| Total | 20 | 215.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pointoak Retirement Advisors LLC
✚
|
VA | 0.2 |
|
Heritage Asset Advisors Ltd LLP
✚
|
TX | 0.2 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.2 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.2 | |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Branson Frank A Inc
✚
|
CA | 0.2 |
|
Ceres Global Advisory Inc
✚
|
FL | 0.2 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.2 |
|
Match Grade Advisors LLC
✚
|
SC | 0.2 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.2 |