ATEGENOS CAPITAL, LLC

1000 Chesterbrook Boulevard
Suite 102
Berwyn, Pennsylvania 19312
Tel: 1-800-461-3205

About ATEGENOS CAPITAL, LLC

ATEGENOS CAPITAL, LLC, formally registered with the SEC as ATEGENOS CAPITAL, LLC. The firm was established in 05/22/2023. They have over 1 offices throughout the country.

ATEGENOS CAPITAL, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $130,643,681 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326708
SEC#	801-128024
Assets Managed by Firm	$130,643,681
No. of Clients	2
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$130,643,681

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