ATEGRA CAPITAL MANAGEMENT, LLC

8229 Boone Blvd Suite 305
Vienna, Virginia 22182
Tel: 703-564-9131

About ATEGRA CAPITAL MANAGEMENT, LLC

ATEGRA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ATEGRA CAPITAL MANAGEMENT, LLC. The firm was established in 04/13/2018. They have over 1 offices throughout the country.

ATEGRA CAPITAL MANAGEMENT, LLC is a Vienna, Virginia based Financial Planning firm with nearly $281,811,617 assets under management, offering retirement planning & investment advisory services to 212 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164245
SEC#	801-112827
Assets Managed by Firm	$281,811,617
No. of Clients	212
No. of Advisors	11

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	212	$281,811,617
High net worth individuals	183	$141,745,665
Pension and profit sharing plans	23	$25,269,013
Charitable organizations	Fewer than 5 clients	$10,066,621

Inquire with ATEGRA CAPITAL MANAGEMENT, LLC

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