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ATWOB

23 Parkway
2nd Floor
Katonah, New York 10536
Tel: (914) 302-3233

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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 StatusApproved
Firm CRD#172961
SEC#801-118588
Assets Managed by Firm$73,658,409
No. of Clients225
No. of Advisors3

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 ClientsAUM
Firm Total225$73,658,409
Individuals (other than high net worth individuals)16$41,828,814
High net worth individuals68$25,061,943
Pension and profit sharing plansFewer than 5 clients$1,685,073
Charitable organizationsFewer than 5 clients$5,082,579

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