Atomic Invest LLC

RIASEC RegisteredEst. 2021
Total AUM
$320M
Discretionary
$320M
100% of AUM
Avg account
$30.2K
Accounts
10,563
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
313255
Registered since
May 4, 2021
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

FINTRX

Overview

Atomic Invest LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2021. The firm manages portfolios for individuals, families and institutions, with a particular focus on portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. The firm signals an interest in environmental, social and governance factors—Atomic Invest is listed as an active ESG investor—and maintains a relationship with the broker-dealer channel. Ownership is described as a mix of a domestic entity and individual owners. Atomic does not present itself as a capital allocator or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 37%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 28%, Exchange Traded Equities 4%37%
  • US Government Bonds37%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities4%

Owners & executives

2 of 2
  • Catherine Makstenieks

    Catherine Makstenieks

    Global Chief Compliance OfficerCRD 3232548

  • David Dindi

    David Dindi

    Chief Executive OfficerCRD 7359292

Contacts

1 of 1
  • Le Liu

    EmployeeCRD 7936994

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth