National Retirement Planning Experts

National Coverage
Local Professionals

ATTINGER, LLC

1325 N Beach St
Unit 203
Philadelphia, Pennsylvania 19125
Tel: 215-600-1296

Need a Financial Advisor?
Compare Vetted Advisors

About ATTINGER, LLC

ATTINGER, LLC, formally registered with the SEC as ATTINGER, LLC. The firm was established in 12/16/2020. They have over 1 offices throughout the country.

ATTINGER, LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $530,998,418 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311772
SEC#801-119984
Assets Managed by Firm$530,998,418
No. of Clients7
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

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 ClientsAUM
Firm Total7$530,998,418
High net worth individualsFewer than 5 clients$2,335,068

More Retirement Planning firms in Philadelphia, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Philadelphia, Pennsylvania