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 a privately held investment adviser, organized as an LLC and registered with the SEC in 2021. The firm charges fees as a percentage of assets under management and focuses its advisory practice on portfolio management for individuals and small businesses. Its stated client base includes both individual and family clients as well as institutional investors. Atomic Invest identifies as an active ESG investor and maintains a broker‑dealer affiliation.
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 Bonds37%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents28%
- Exchange Traded Equities4%
Owners & executives
2 of 2CATHERINE MAKSTENIEKS
Global Chief Compliance OfficerCRD 3232548
David Dindi
Chief Executive OfficerCRD 7359292
Contacts
1 of 1Le Liu
EmployeeCRD 7936994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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