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ATMOS ADVISORY, LLC
1001 Liberty Avenue
Suite 500
Pittsburgh, Pennsylvania 15222
Tel: (412) 497-1766
About ATMOS ADVISORY, LLC
ATMOS ADVISORY, LLC, formally registered with the SEC as ATMOS ADVISORY, LLC. The firm was established in 04/19/2021. They have over 1 offices throughout the country.
ATMOS ADVISORY, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $129,998,748 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160087 |
| SEC# | 801-120863 |
| Assets Managed by Firm | $129,998,748 |
| No. of Clients | 239 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 239 | $129,998,748 |
| Individuals (other than high net worth individuals) | 41 | $16,883,811 |
| High net worth individuals | 31 | $103,771,200 |
| Pension and profit sharing plans | 4 | $5,661,752 |
| Charitable organizations | 2 | $3,681,985 |
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