Atria Investments LLC
Legal Name: ATRIA INVESTMENTS LLC
5925 CARNEGIE BLVD, SUITE 500, CHARLOTTE, NC
888-295-8351
http://www.adhesionwealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Atria Investments LLC
5925 CARNEGIE BLVD, SUITE 500, CHARLOTTE, NC
888-295-8351
973-201-7646
Other Info
Atria Investments LLC is a Limited Liability Company registered in North Carolina with 27 employees, of which 6 work in advisory roles. The firm's SEC status is listed as approved with a registration date of April 24, 2007, although the number of its clients remains undisclosed.
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Direct Owners
-
BARRETT WALTER AYERS
PRESIDENT owns less than 5%
-
MARK JOSEPH DEANGELIS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
VESTMARK, INCORPORATED
OWNER owns 75% or more
Indirect Owners
-
DAVID BRANSFORD BLUNDIN
CHAIRMAN owns 75% or more
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 26, 2019
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