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ATALANTA SOSNOFF CAPITAL, LLC
505 Fifth Avenue
17th Floor
New York, New York 10017
Tel: 212-867-5000
About ATALANTA SOSNOFF CAPITAL, LLC
ATALANTA SOSNOFF CAPITAL, LLC, formally registered with the SEC as ATALANTA SOSNOFF CAPITAL, LLC. The firm was established in 01/20/1982. They have over 5 offices throughout the country.
ATALANTA SOSNOFF CAPITAL, LLC is a New York, New York based Financial Planning firm with nearly $4,211,942,000 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104880 |
| SEC# | 801-16739 |
| Assets Managed by Firm | $4,211,942,000 |
| No. of Clients | 192 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 192 | $4,211,942,000 |
| Pension and profit sharing plans | 133 | $3,801,638,000 |
| Charitable organizations | 5 | $173,588,000 |
| Corporations or other businesses | 50 | $182,594,000 |
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