8229 Boone Blvd Suite 300
Vienna, Virginia 22182
Tel: 703-564-9131
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 $117,291,749 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164245 |
| SEC# | 801-112827 |
| Assets Managed by Firm | $117,291,749 |
| No. of Clients | 2 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $117,291,749 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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