Atlas Private Wealth Management LLC
Nom légal: ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Coordonnées complètes
Atlas Private Wealth Management LLC
3 ATRIUM DRIVE, SUITE 265, ALBANY, NY
800-432-7447
518-453-6085
Autre info
Atlas Private Wealth Management LLC est une société à responsabilité limitée DE enregistrée fournissant des services de conseil à des clients depuis plus d'une décennie. Avec 26 employés, dont 12 conseillers, l'entreprise sert 80 clients. Son statut SEC est approuvé, daté du 1er septembre 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.
Propriétaires directs
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FOCUS OPERATING, LLC
MEMBER (MANAGER) possède 75% ou plus
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GREGORY ROBERT BRITTON
PRESIDENT AND CHIEF EXECUTIVE OFFICER possède Moins de 5%
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JOANNE LANGHAUSER
SVP/CHIEF COMPLIANCE OFFICER possède Moins de 5%
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JOHN C OGLE
CHIEF INVESTMENT OFFICER possède Moins de 5%
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KRISTEN THERESE SCHREER
CHIEF OPERATING OFFICER possède Moins de 5%
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TOBY ARTHUR POTTERTON
MANAGING DIRECTOR possède Moins de 5%
Propriétaires indirects
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FOCUS FINANCIAL PARTNERS INC.
MEMBER possède 75% ou plus
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER possède 75% ou plus