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Building 2ATLAS PRIVATE WEALTH ADVISORS

Map pinRED BANK, NJ
Phone(888) 996-2666
NotebookSEC #801-107919
Total AUM
$859.8M
Employees
29
Clients
1,223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
331 NEWMAN SPRINGS RD.
SUITE 320, BUILDING 3, 2ND FLOOR
RED BANK
NJ 07701
United States
Operating Hours
9:00 - 4:30
Monday - Friday
Phone
(888) 996-2666
Other Offices
12

ReceiptFinancials

Total AUM
$859.8M
Accounts
3,017
Discretionary
$859.8M
Accounts
3,017
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,000
AUM
$315.5M
HNW Individual Clients
211
AUM
$540.5M
Corporation or Business Clients
12
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAIDLAMAMDNCNHNJNVNYOHORPASCTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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