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Building 2ATLATL ADVISERS

Map pinMADISON, WI
Phone(608) 351-4500
NotebookSEC #801-129418
Total AUM
$392.7M
Employees
10
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2921 LANDMARK PLACE
STE 501
MADISON
WI 53713
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(608) 351-4500

ReceiptFinancials

Total AUM
$392.7M
Accounts
1,124
Discretionary
$392.7M
Accounts
1,124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$78.9M
HNW Individual Clients
101
AUM
$260.8M
Pension/Profit Sharing Plan Clients
14
AUM
$16.4M
Investment Advisor Clients
1
AUM
$36.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILNYTXWI

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

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