Atlantic Union Municipal Advisors, Inc
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 329425
- Registered since
- January 26, 2024
- Website
- www.atlanticunionbank.com
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Atlantic Union Municipal Advisors, Inc. is a corporate-structured, SEC-registered institutional RIA (registered in 2024) that provides portfolio management services to businesses and other institutions. The firm charges fees as a percentage of assets under management and identifies as affiliated with banking/trust activities. It does not position itself as a capital allocator, pension consultant, or multi-state adviser, and the filing indicates it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Cash & Cash Equivalents22%
- Investment Grade Corp Bonds10%
- State & Local Bonds8%
Owners & executives
2 of 2
Mitchell York
Chief Investment OfficerCRD 2836105
Sothara Chin
Chief Compliance OfficerCRD 2063804
Contacts
3 of 3
Ellen Spong
Managing DirectorCRD 7657793
John Ockerman
Director of Fixed IncomeCRD 5878736
Andrew Davis
Senior Vice President, Director of ResearchCRD 3039426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4300 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
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