Atomic Invest LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 313255
- Registered since
- May 4, 2021
- Website
- www.atomicvest.com
- Custodians
- PERSHING LLC, ATOMIC BROKERAGE LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations64.22%
- Corporations / Businesses28.33%
- Individuals7.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Atomic Invest LLC is an SEC-registered investment adviser formed as a limited liability company in 2021. The firm provides portfolio management primarily for individual and family clients and for small-business accounts, and it also lists institutional clients among its base. Compensation is charged as a percentage of assets under management. Atomic Invest signals an ESG orientation and operates with a broker-dealer affiliation.
Assets & Accounts
Public Holdings
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 Bonds37%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents28%
- Exchange Traded Equities4%
Owners & executives
2 of 2
Catherine Makstenieks
Global Chief Compliance OfficerCRD 3232548
David Dindi
Chief Executive OfficerCRD 7359292
Contacts
2 of 2Le Liu
EmployeeCRD 7936994
Ajmal Ahmady
InvestmentCRD 8317988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 307Active vs passive
$1.2B in ETFs
83%
$965M
<1%
$198M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $371M | 1,010,063 | 31.90% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 107 Greenwich St
- Time zone
- ET (UTC-5)
- Office locations
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