Atip, Inc

Overview

Atip, Inc. is a small, privately held corporate advisory firm that serves individual and family clients. The adviser provides portfolio management services for individuals and small businesses and charges fees as a percentage of assets under management. The firm reports an owner-type of "individual" and does not identify itself as a multi-state adviser, pension consultant, related adviser, or capital allocator. It does not identify as an active ESG investor. Regulatory filings indicate the firm operates on a largely non-discretionary basis, focusing on tailored relationships rather than institutional or mass-market distribution. The scope of advisory work is concentrated on direct portfolio management for a limited client base rather than broad product distribution or large-scale institutional mandates.

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Location & Offices