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Building 2ATMOS ADVISORY, LLC

Map pinPITTSBURGH, PA
Phone(412) 497-1766
NotebookSEC #801-120863
Total AUM
$180.9M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 LIBERTY AVENUE
SUITE 500
PITTSBURGH
PA 15222
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(412) 497-1766

ReceiptFinancials

Total AUM
$180.9M
Accounts
295
Discretionary
$180.9M
Accounts
295
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$20.5M
HNW Individual Clients
42
AUM
$152.4M
Pension/Profit Sharing Plan Clients
3
AUM
$3.8M
Charitable Organization Clients
2
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COPAWV

HandshakeAffiliates

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

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