ATCAP PARTNERS, LLC

1445 Research Boulevard
#530
Rockville, Maryland 20850
Tel: 866-842-3356

About ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC, formally registered with the SEC as ATCAP PARTNERS, LLC. The firm was established in 07/25/2011. They have over 5 offices throughout the country.

ATCAP PARTNERS, LLC is a Rockville, Maryland based Financial Planning firm with nearly $84,248,693 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158214
SEC#	801-72617
Assets Managed by Firm	$84,248,693
No. of Clients	288
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (WRAP FEE BASED ON PERCENTAGE OF ASSETS UNDER MANAGEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	288	$84,248,693
Individuals (other than high net worth individuals)	213	$41,688,892
High net worth individuals	75	$42,559,801

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