Attainment Asset Management LLC

Overview

Attainment Asset Management LLC is a small, independent registered investment adviser that combines fee-based financial planning and discretionary portfolio management for individuals, families and small businesses with licensed insurance brokerage services. The firm’s portfolio posture favors liquid equity exposures — exchange-traded equities make up the dominant share of client assets — and strategies are delivered through a mix of ETFs, separately managed account structures and mutual funds. Fee arrangements include a percentage of assets under management and fixed-fee engagements, reflecting work with both ongoing advisory relationships and project-based planning clients. The firm does not describe itself as an ESG-focused manager or a multi-state adviser and does not act as a capital allocator; when clients seek alternative or private-market exposure, Attainment places capital with third‑party managers rather than operating its own external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices