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ATWOB
23 Parkway
2nd Floor
Katonah, New York 10536
Tel: (914) 302-3233
About ATWOB
ATWOB, formally registered with the SEC as ATWOB. The firm was established in 04/30/2020. They have over 1 offices throughout the country.
ATWOB is a Katonah, New York based Financial Planning firm with nearly $73,658,409 assets under management, offering retirement planning & investment advisory services to 225 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172961 |
| SEC# | 801-118588 |
| Assets Managed by Firm | $73,658,409 |
| No. of Clients | 225 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 225 | $73,658,409 |
| Individuals (other than high net worth individuals) | 16 | $41,828,814 |
| High net worth individuals | 68 | $25,061,943 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,685,073 |
| Charitable organizations | Fewer than 5 clients | $5,082,579 |
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