Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > ATALANTA SOSNOFF MANAGEMENT, LLC
ATALANTA SOSNOFF MANAGEMENT, LLC
505 Fifth Avenue
17th Floor
New York, New York 10017
Tel: [212] 867-5000
About ATALANTA SOSNOFF MANAGEMENT, LLC
ATALANTA SOSNOFF MANAGEMENT, LLC, formally registered with the SEC as ATALANTA SOSNOFF MANAGEMENT, LLC. The firm was established in 11/28/1984. They have over 5 offices throughout the country.
ATALANTA SOSNOFF MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $2,855,965,000 assets under management, offering retirement planning & investment advisory services to 482 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 11085 |
| SEC# | 801-22856 |
| Assets Managed by Firm | $2,855,965,000 |
| No. of Clients | 482 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANGEMENT TO WRAP AND UMA PROGRAMS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 482 | $2,855,965,000 |
| Individuals (other than high net worth individuals) | 85 | $38,767,000 |
| High net worth individuals | 71 | $197,248,000 |
| Charitable organizations | 4 | $91,859,000 |
| Corporations or other businesses | 4 | $32,301,000 |
More Retirement Planning firms in New York, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in New York, New York