Atrato Asset Management LLC

RIAState Registered
Total AUM
$86.9M
Discretionary
$0
0% of AUM
Avg account
$6.7M
Accounts
13
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
151620
Registered since
September 24, 2009
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atrato Asset Management LLC is an independent, individually owned RIA registered in Washington that provides financial planning and portfolio management for individuals, small businesses, and other institutions. The firm serves a client base made up primarily of individuals and families and operates under a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees. Its advisory services focus on planning and discretionary guidance delivered in non-ESG-oriented portfolios; the firm does not identify as an active ESG investor. Atrato is not structured as a capital allocator or multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm's business model and fee mix suggest it works with higher-net-worth clients for whom customized planning and occasional performance-linked engagements are appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 44%, Exchange Traded Equities 35%, Cash & Cash Equivalents 14%, US Government Bonds 7%44%
  • Other44%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents14%
  • US Government Bonds7%

Contacts

3 of 3
  • James Tallent

    ManagerCRD 1265055

  • Carole Cage

    MemberCRD 5775184

  • Don Santorufo

    MemberCRD 5775187

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth