Atria Investments LLC

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Assets, Funds, Holdings

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CAFR Data
Atria Investments LLC
CRD #143593
SEC #801-67829
CIK #
AUM $3.2 BB (100% Disc, 100% US)
Employees27 (22% Investors, 0% Brokers)
Phone888-295-8351
Address5925 Carnegie Blvd
Charlotte, NC 28209
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02006201020152020
Sector Holding Cap ($MM) Value ($MM)
BND164.6
IEF148.1
VTI96.6
TLT79.9
SHY77.5
BNDX53.0
SCHO47.5
USMV34.0
IVV33.8
AGG32.5
View All
Holdings by Sector ($)
2.31.81.40.90.50.02014201620182020
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