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ATCAPITAL MANAGEMENT
DUBUQUE, IA
563-585-9275
SEC #801-66771Total AUM
$814.4M
Employees
6Clients
16Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
895 MAIN STREET
DUBUQUE
IA 52001
United States
DUBUQUE
IA 52001
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
563-585-9275
Financials
Total AUM
$814.4M
Accounts
14Discretionary
$814.4M
Accounts
14Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$538.9K
HNW Individual Clients
7AUM
$14.6M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$1.5M
Charitable Organization Clients
1AUM
$6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$791.7M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS CONSULTED UPON
Compliance
Disclosures
None reported
State Registrations
IA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.