Atlas Private Wealth Management LLC
Nombre legal: ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Detalles de contacto completos
Atlas Private Wealth Management LLC
3 ATRIUM DRIVE, SUITE 265, ALBANY, NY
800-432-7447
518-453-6085
Otra información
Atlas Private Wealth Management LLC es una Compañía de Responsabilidad Limitada registrada en Delaware que proporciona servicios de asesoramiento a clientes por más de una década. Con 26 empleados, incluyendo 12 asesores, la firma atiende a 80 clientes. Su estado en la SEC (Comisión de Bolsa y Valores de los Estados Unidos) fue aprobado el 1 de septiembre de 2007.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Financial Planning and Investment Management | Atlas PWM
Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses, and nonprofit organizations. Atlas is an SEC-registered investment advisor.
Propietarios directos
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FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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GREGORY ROBERT BRITTON
PRESIDENT AND CHIEF EXECUTIVE OFFICER posee menos de 5%
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JOANNE LANGHAUSER
SVP/CHIEF COMPLIANCE OFFICER posee menos de 5%
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JOHN C OGLE
CHIEF INVESTMENT OFFICER posee menos de 5%
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KRISTEN THERESE SCHREER
CHIEF OPERATING OFFICER posee menos de 5%
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TOBY ARTHUR POTTERTON
MANAGING DIRECTOR posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más